FUBT
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First United Bank & Trust’s Alico ALCO Stock Holding History

First United Bank & Trust’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 		$2.48K Hold
60
– – ﹤0.01% 403
2026
Q1 		$2.48K Hold
60
– – ﹤0.01% 377
2025
Q4 		$2.18K Hold
60
– – ﹤0.01% 376
2025
Q3 		$2.08K Hold
60
– – ﹤0.01% 405
2025
Q2 		$1.96K Hold
60
– – ﹤0.01% 375
2025
Q1 		$1.79K Hold
60
– – ﹤0.01% 390
2024
Q4 		$1.56K Hold
60
– – ﹤0.01% 369
2024
Q3 		$1.68K Hold
60
– – ﹤0.01% 368
2024
Q2 		$1.55K Hold
60
– – ﹤0.01% 389
2024
Q1 		$1.76K Hold
60
– – ﹤0.01% 403
2023
Q4 		$1.75K Buy
+60
New +$1.61K ﹤0.01% 425

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

First United Bank & Trust's ALCO Position: Q2 2026 in Review

First United Bank & Trust held its Alico (ALCO) position steady in Q2 2026 at 60 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

First United Bank & Trust first reported a position in ALCO in Q4 2023 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

  • First United Bank & Trust held 60 shares of Alico worth $2.48K as of Q2 2026.
  • First United Bank & Trust left its Alico share count unchanged in Q2 2026.
  • Alico made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #403 holding.
  • First United Bank & Trust first reported a position in Alico in Q4 2023 and has held it in 11 quarters since.
  • 111 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.