IFP Advisors’s Alico ALCO Stock Holding History

IFP 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 Q1	–	Sell	-5	Closed	-$182	–	5022
2025 Q4	$182	Hold	5	–	–	﹤0.01%	4493
2025 Q3	$173	Buy	+5	New	+$166	﹤0.01%	4425
2025 Q2	–	Hold	0	–	–	–	4163
2025 Q1	–	Hold	0	–	–	–	4261
2024 Q4	–	Sell	-311	Closed	-$8.12K	–	4558
2024 Q3	$8.69K	Buy	311 +1	+0.3%	+$28	﹤0.01%	2478
2024 Q2	$8.03K	Hold	310	–	–	﹤0.01%	2416
2024 Q1	$9.08K	Hold	310	–	–	﹤0.01%	2266
2023 Q4	$9.02K	Hold	310	–	–	﹤0.01%	2223
2023 Q3	$7.74K	Hold	310	–	–	﹤0.01%	2355
2023 Q2	$7.89K	Hold	310	–	–	﹤0.01%	2379
2023 Q1	$9.77K	Hold	310	–	–	﹤0.01%	2296
2022 Q4	$10K	Buy	+310	New	+$8.96K	﹤0.01%	3356
2018 Q3	–	Sell	-165	Closed	-$5K	–	3805
2018 Q2	$5K	Hold	165	–	–	﹤0.01%	3223
2018 Q1	$5K	Hold	165	–	–	﹤0.01%	3134
2017 Q4	$5K	Hold	165	–	–	﹤0.01%	3181
2017 Q3	$6K	Hold	165	–	–	﹤0.01%	3275
2017 Q2	$5K	Hold	165	–	–	﹤0.01%	3367
2017 Q1	$4K	Hold	165	–	–	﹤0.01%	3383
2016 Q4	$4K	Buy	+165	New	+$4.51K	﹤0.01%	3369

Other funds holding ALCO

GCCM

Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

IFP Advisors's ALCO Position: Q1 2026 in Review

IFP Advisors sold out of Alico (ALCO) in Q1 2026, closing a stake of 5 shares — an estimated $182 sold.

IFP Advisors first reported a position in ALCO in Q4 2016 and held it in 17 quarters. The position peaked at $10K in Q4 2022. 109 funds tracked by Wall St. Rank hold ALCO as of Q1 2026.

IFP Advisors reported no remaining Alico position as of Q1 2026 after selling out during the quarter.
IFP Advisors sold 5 Alico shares in Q1 2026, an estimated $182.
IFP Advisors first reported a position in Alico in Q4 2016 and held it in 17 quarters.
IFP Advisors's Alico position peaked at $10K in Q4 2022.
109 funds tracked by Wall St. Rank held Alico as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.