Farther Finance Advisors
ALCO icon

Farther Finance Advisors’s Alico ALCO Stock Holding History

Farther Finance 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
Q3 		$617 Buy
16
+2
+14% +$80 ﹤0.01% 5707
2026
Q2 		$576 Hold
14
– – ﹤0.01% 5505
2026
Q1 		$577 Hold
14
– – ﹤0.01% 5239
2025
Q4 		$509 Hold
14
– – ﹤0.01% 5054
2025
Q3 		$485 Hold
14
– – ﹤0.01% 4550
2025
Q2 		$458 Buy
14
+13
+1,300% +$394 ﹤0.01% 4060
2025
Q1 		$29 Hold
1
– – ﹤0.01% 4168
2024
Q4 		$26 Hold
1
– – ﹤0.01% 3924
2024
Q3 		$28 Sell
1
-5
-83% -$139 ﹤0.01% 3908
2024
Q2 		$156 Buy
6
+5
+500% +$135 ﹤0.01% 3531
2024
Q1 		$29 Hold
1
– – ﹤0.01% 3507
2023
Q4 		$29 Buy
+1
New +$27 ﹤0.01% 3429

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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors's ALCO Position: Q3 2026 in Review

Farther Finance Advisors increased its Alico (ALCO) stake by 14% in Q3 2026, buying an estimated $80 and bringing the position to 16 shares worth $617. The position accounts for ﹤0.01% of the portfolio, ranked #5707.

Farther Finance Advisors first reported a position in ALCO in Q4 2023 and has held it in 12 quarters since. 9 funds tracked by Wall St. Rank hold ALCO as of Q3 2026.

  • Farther Finance Advisors held 16 shares of Alico worth $617 as of Q3 2026.
  • Farther Finance Advisors bought 2 Alico shares in Q3 2026, an estimated $80.
  • Alico made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5707 holding.
  • Farther Finance Advisors first reported a position in Alico in Q4 2023 and has held it in 12 quarters since.
  • 9 funds tracked by Wall St. Rank held Alico as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.