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Essential Partners’s Alexander's ALX Stock Holding History

Essential Partners’s Portfolio ALX Stock Details ALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.97K Buy
8
+1
+14% +$266 ﹤0.01% 1919
2026
Q2 		$1.93K Hold
7
– – ﹤0.01% 1986
2026
Q1 		$1.65K Sell
7
-10
-59% -$2.38K ﹤0.01% 2076
2025
Q4 		$3.7K Sell
17
-10
-37% -$2.23K ﹤0.01% 1552
2025
Q3 		$6.33K Buy
27
+15
+125% +$3.52K ﹤0.01% 1336
2025
Q2 		$2.7K Buy
+12
New +$2.58K ﹤0.01% 1233

Other funds holding ALX

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's ALX Position: Q3 2026 in Review

Essential Partners increased its Alexander's (ALX) stake by 14% in Q3 2026, buying an estimated $266 and bringing the position to 8 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Essential Partners first reported a position in ALX in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.33K in Q3 2025. 10 funds tracked by Wall St. Rank hold ALX as of Q3 2026.

  • Essential Partners held 8 shares of Alexander's worth $1.97K as of Q3 2026.
  • Essential Partners bought 1 Alexander's share in Q3 2026, an estimated $266.
  • Alexander's made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1919 holding.
  • Essential Partners first reported a position in Alexander's in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Alexander's position peaked at $6.33K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Alexander's as of Q3 2026.

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