EF
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Empowered Funds’s Alico ALCO Stock Holding History

Empowered Funds’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,688
Closed -$370K – 1023
2025
Q3 		$370K Sell
10,688
-5,922
-36% -$197K ﹤0.01% 1526
2025
Q2 		$543K Sell
16,610
-282
-2% -$8.55K 0.01% 1288
2025
Q1 		$504K Buy
16,892
+285
+2% +$8.47K 0.01% 1214
2024
Q4 		$431K Buy
16,607
+810
+5% +$21.1K 0.01% 1237
2024
Q3 		$442K Buy
15,797
+804
+5% +$22.3K 0.01% 1124
2024
Q2 		$388K Buy
14,993
+1,080
+8% +$29.2K 0.01% 1125
2024
Q1 		$407K Buy
13,913
+1,050
+8% +$30K 0.01% 1126
2023
Q4 		$374K Buy
12,863
+1,152
+10% +$30.8K 0.01% 1057
2023
Q3 		$292K Buy
11,711
+948
+9% +$23.6K 0.01% 1060
2023
Q2 		$274K Buy
+10,763
New +$262K 0.01% 992

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Empowered Funds's ALCO Position: Q4 2025 in Review

Empowered Funds sold out of Alico (ALCO) in Q4 2025, closing a stake of 10,688 shares — an estimated $370K sold.

Empowered Funds first reported a position in ALCO in Q2 2023 and held it in 10 quarters. The position peaked at $543K in Q2 2025. 106 funds tracked by Wall St. Rank hold ALCO as of Q4 2025.

  • Empowered Funds reported no remaining Alico position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 10,688 Alico shares in Q4 2025, an estimated $370K.
  • Empowered Funds first reported a position in Alico in Q2 2023 and held it in 10 quarters.
  • Empowered Funds's Alico position peaked at $543K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Alico as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.