FLP
ALEX

Financial Life Planners’s Alexander & Baldwin ALEX Stock Holding History

Financial Life Planners’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$24 – 70
2025
Q3 		$24 Buy
+1
New +$18 ﹤0.01% 360
2025
Q1 		– Sell
-1
Closed -$22 – 93
2024
Q4 		$22 Buy
+1
New +$19 ﹤0.01% 402

Other funds holding ALEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Financial Life Planners's ALEX Position: Q4 2025 in Review

Financial Life Planners sold out of Alexander & Baldwin (ALEX) in Q4 2025, closing a stake of 1 share — an estimated $24 sold.

Financial Life Planners first reported a position in ALEX in Q4 2024 and held it in 2 quarters. The position peaked at $24 in Q3 2025. 268 funds tracked by Wall St. Rank hold ALEX as of Q4 2025.

  • Financial Life Planners reported no remaining Alexander & Baldwin position as of Q4 2025 after selling out during the quarter.
  • Financial Life Planners sold 1 Alexander & Baldwin share in Q4 2025, an estimated $24.
  • Financial Life Planners first reported a position in Alexander & Baldwin in Q4 2024 and held it in 2 quarters.
  • Financial Life Planners's Alexander & Baldwin position peaked at $24 in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q4 2025.

Based on Financial Life Planners's 13F filing for Q4 2025, filed 29 Jan 2026.