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Ethos Financial Group’s Albemarle ALB Stock Holding History

Ethos Financial Group’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$851K Buy
4,731
+2,138
+82% +$365K 0.06% 229
2025
Q4 		$368K Buy
2,593
+43
+2% +$4.88K 0.03% 348
2025
Q3 		$208K Buy
+2,550
New +$197K 0.02% 439
2025
Q2 		– Sell
-3,983
Closed -$344K – 477
2025
Q1 		$344K Hold
3,983
– – 0.03% 300
2024
Q4 		$344K Buy
3,983
+37
+0.9% +$3.69K 0.04% 201
2024
Q3 		$375K Sell
3,946
-307
-7% -$27.3K 0.06% 165
2024
Q2 		$408K Buy
4,253
+53
+1% +$6.3K 0.07% 164
2024
Q1 		$555K Sell
4,200
-16
-0.4% -$1.97K 0.11% 136
2023
Q4 		$611K Sell
4,216
-531
-11% -$72.9K 0.13% 117
2023
Q3 		$809K Sell
4,747
-236
-5% -$47K 0.21% 65
2023
Q2 		$1.1M Hold
4,983
– – 0.37% 44
2023
Q1 		$1.1M Sell
4,983
-68
-1% -$16.8K 0.34% 47
2022
Q4 		$1.1M Buy
+5,051
New +$1.35M 0.37% 45

Other funds holding ALB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ethos Financial Group's ALB Position: Q1 2026 in Review

Ethos Financial Group increased its Albemarle (ALB) stake by 82% in Q1 2026, buying an estimated $365K and bringing the position to 4,731 shares worth $851K. The position accounts for 0.06% of the portfolio, ranked #229.

Ethos Financial Group first reported a position in ALB in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.1M in Q2 2023. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • Ethos Financial Group held 4,731 shares of Albemarle worth $851K as of Q1 2026.
  • Ethos Financial Group bought 2,138 Albemarle shares in Q1 2026, an estimated $365K.
  • Albemarle made up 0.06% of Ethos Financial Group's portfolio in Q1 2026, its #229 holding.
  • Ethos Financial Group first reported a position in Albemarle in Q4 2022 and has held it in 13 quarters since.
  • Ethos Financial Group's Albemarle position peaked at $1.1M in Q2 2023.
  • 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.