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EP Wealth Advisors’s Alamo Group ALG Stock Holding History

EP Wealth Advisors’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 		$454K Buy
2,762
+538
+24% +$87K ﹤0.01% 1069
2026
Q1 		$367K Buy
2,224
+35
+2% +$6.6K ﹤0.01% 1056
2025
Q4 		$367K Buy
+2,189
New +$381K ﹤0.01% 1022

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

EP Wealth Advisors's ALG Position: Q2 2026 in Review

EP Wealth Advisors increased its Alamo Group (ALG) stake by 24% in Q2 2026, buying an estimated $87K and bringing the position to 2,762 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

EP Wealth Advisors first reported a position in ALG in Q4 2025 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • EP Wealth Advisors held 2,762 shares of Alamo Group worth $454K as of Q2 2026.
  • EP Wealth Advisors bought 538 Alamo Group shares in Q2 2026, an estimated $87K.
  • Alamo Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1069 holding.
  • EP Wealth Advisors first reported a position in Alamo Group in Q4 2025 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.