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Fortis Group Advisors’s Alico ALCO Stock Holding History

Fortis Group 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 		$10.2K Hold
246
– – ﹤0.01% 386
2026
Q1 		$10.2K Hold
246
– – ﹤0.01% 380
2025
Q4 		$8.95K Hold
246
– – ﹤0.01% 392
2025
Q3 		$8.53K Hold
246
– – ﹤0.01% 354
2025
Q2 		$8.04K Buy
+246
New +$7.46K ﹤0.01% 346

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

Fortis Group Advisors's ALCO Position: Q2 2026 in Review

Fortis Group Advisors held its Alico (ALCO) position steady in Q2 2026 at 246 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Fortis Group Advisors first reported a position in ALCO in Q2 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

  • Fortis Group Advisors held 246 shares of Alico worth $10.2K as of Q2 2026.
  • Fortis Group Advisors left its Alico share count unchanged in Q2 2026.
  • Alico made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #386 holding.
  • Fortis Group Advisors first reported a position in Alico in Q2 2025 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held Alico as of Q2 2026.

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