IC
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IEQ Capital’s Alamo Group ALG Stock Holding History

IEQ Capital’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,450
Closed -$277K – 1845
2025
Q3 		$277K Sell
1,450
-1,487
-51% -$319K ﹤0.01% 1555
2025
Q2 		$641K Buy
2,937
+167
+6% +$31.9K ﹤0.01% 1044
2025
Q1 		$494K Buy
+2,770
New +$509K ﹤0.01% 983

Other funds holding ALG

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LAMI
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Vanguard Group
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Allspring Global Investments
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return