IFP Advisors’s Alexander's ALX Stock Holding History

IFP Advisors’s Portfolio ALX Stock Details ALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.3K	Buy	58 +20	+53%	+$5.32K	﹤0.01%	3159
2026 Q2	$10.5K	Sell	38 -3	-7%	-$749	﹤0.01%	3369
2026 Q1	$9.7K	Sell	41 -2	-5%	-$476	﹤0.01%	3161
2025 Q4	$9.37K	Buy	43 +6	+16%	+$1.34K	﹤0.01%	3098
2025 Q3	$8.68K	Buy	37 +5	+16%	+$1.18K	﹤0.01%	2973
2025 Q2	$7.21K	Buy	+32	New	+$6.89K	﹤0.01%	3116
2023 Q4	–	Sell	-4	Closed	-$729	–	3046
2023 Q3	$729	Hold	4	–	–	﹤0.01%	3060
2023 Q2	$735	Hold	4	–	–	﹤0.01%	3136
2023 Q1	$1.55K	Hold	4	–	–	﹤0.01%	2974
2022 Q4	$2K	Sell	4 -19	-83%	-$4.34K	﹤0.01%	4104
2022 Q3	$22K	Buy	23 +19	+475%	+$4.49K	﹤0.01%	2983
2022 Q2	$2K	Hold	4	–	–	﹤0.01%	4075
2022 Q1	$2K	Buy	+4	New	+$1.03K	﹤0.01%	4075
2020 Q4	–	Sell	-4	Closed	-$1.06K	–	2930
2020 Q3	$0	Buy	4 +2	+100%	+$507	﹤0.01%	2835
2020 Q2	$0	Buy	+2	New	+$536	﹤0.01%	2733
2017 Q1	–	Sell	-4	Closed	-$2K	–	3970
2016 Q4	$2K	Buy	+4	New	+$1.64K	﹤0.01%	3610

Other funds holding ALX

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's ALX Position: Q3 2026 in Review

IFP Advisors increased its Alexander's (ALX) stake by 53% in Q3 2026, buying an estimated $5.32K and bringing the position to 58 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3159.

IFP Advisors first reported a position in ALX in Q4 2016 and has held it in 16 quarters since. The position peaked at $22K in Q3 2022. 10 funds tracked by Wall St. Rank hold ALX as of Q3 2026.

IFP Advisors held 58 shares of Alexander's worth $14.3K as of Q3 2026.
IFP Advisors bought 20 Alexander's shares in Q3 2026, an estimated $5.32K.
Alexander's made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3159 holding.
IFP Advisors first reported a position in Alexander's in Q4 2016 and has held it in 16 quarters since.
IFP Advisors's Alexander's position peaked at $22K in Q3 2022.
10 funds tracked by Wall St. Rank held Alexander's as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.