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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
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 $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

EP Wealth Advisors's ALG Position: Q1 2026 in Review

EP Wealth Advisors increased its Alamo Group (ALG) stake by 1.6% in Q1 2026, buying an estimated $6.6K and bringing the position to 2,224 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

EP Wealth Advisors first reported a position in ALG in Q4 2025 and has held it in 2 quarters since. The position peaked at $367K in Q4 2025. 258 funds tracked by Wall St. Rank hold ALG as of Q1 2026.

  • EP Wealth Advisors held 2,224 shares of Alamo Group worth $367K as of Q1 2026.
  • EP Wealth Advisors bought 35 Alamo Group shares in Q1 2026, an estimated $6.6K.
  • Alamo Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1056 holding.
  • EP Wealth Advisors first reported a position in Alamo Group in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Alamo Group position peaked at $367K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Alamo Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.