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EverSource Wealth Advisors’s Alico ALCO Stock Holding History

EverSource Wealth Advisors’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
Q2 		$2.07K Sell
50
-292
-85% -$12.1K ﹤0.01% 3711
2026
Q1 		$14.1K Buy
342
+1
+0.3% +$40 ﹤0.01% 2732
2025
Q4 		$12.4K Sell
341
-8
-2% -$279 ﹤0.01% 2695
2025
Q3 		$12.1K Buy
349
+13
+4% +$432 ﹤0.01% 2708
2025
Q2 		$11K Buy
+336
New +$10.2K ﹤0.01% 2747

Other funds holding ALCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

EverSource Wealth Advisors's ALCO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Alico (ALCO) stake by 85% in Q2 2026, selling an estimated $12.1K and leaving 50 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3711.

EverSource Wealth Advisors first reported a position in ALCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.1K in Q1 2026. 52 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

  • EverSource Wealth Advisors held 50 shares of Alico worth $2.07K as of Q2 2026.
  • EverSource Wealth Advisors sold 292 Alico shares in Q2 2026, an estimated $12.1K.
  • Alico made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3711 holding.
  • EverSource Wealth Advisors first reported a position in Alico in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Alico position peaked at $14.1K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.