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Empirical Wealth Management’s Alamo Group ALG Stock Holding History

Empirical Wealth Management’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$337K Buy
2,050
+498
+32% +$80.5K ﹤0.01% 834
2026
Q1 		$256K Buy
1,552
+286
+23% +$53.9K ﹤0.01% 855
2025
Q4 		$213K Buy
+1,266
New +$220K ﹤0.01% 841

Other funds holding ALG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Empirical Wealth Management's ALG Position: Q2 2026 in Review

Empirical Wealth Management increased its Alamo Group (ALG) stake by 32% in Q2 2026, buying an estimated $80.5K and bringing the position to 2,050 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Empirical Wealth Management first reported a position in ALG in Q4 2025 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • Empirical Wealth Management held 2,050 shares of Alamo Group worth $337K as of Q2 2026.
  • Empirical Wealth Management bought 498 Alamo Group shares in Q2 2026, an estimated $80.5K.
  • Alamo Group made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #834 holding.
  • Empirical Wealth Management first reported a position in Alamo Group in Q4 2025 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.