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Essential Partners’s Alico ALCO Stock Holding History

Essential Partners’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
2026
Q3 		$39 Sell
1
-3
-75% -$119 ﹤0.01% 2785
2026
Q2 		$165 Buy
4
+3
+300% +$124 ﹤0.01% 2669
2026
Q1 		$41 Hold
1
– – ﹤0.01% 2793
2025
Q4 		$36 Sell
1
-10
-91% -$348 ﹤0.01% 2675
2025
Q3 		$381 Buy
11
+10
+1,000% +$332 ﹤0.01% 2269
2025
Q2 		$33 Buy
+1
New +$30 ﹤0.01% 2186

Other funds holding ALCO

EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's ALCO Position: Q3 2026 in Review

Essential Partners reduced its Alico (ALCO) stake by 75% in Q3 2026, selling an estimated $119 and leaving 1 share worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

Essential Partners first reported a position in ALCO in Q2 2025 and has held it in 6 quarters since. The position peaked at $381 in Q3 2025. 9 funds tracked by Wall St. Rank hold ALCO as of Q3 2026.

  • Essential Partners held 1 share of Alico worth $39 as of Q3 2026.
  • Essential Partners sold 3 Alico shares in Q3 2026, an estimated $119.
  • Alico made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2785 holding.
  • Essential Partners first reported a position in Alico in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Alico position peaked at $381 in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Alico as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.