JWA
ALG icon

JFS Wealth Advisors’s Alamo Group ALG Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$1.32K Buy
8
+3
+60% +$485 ﹤0.01% 1739
2026
Q1 		$825 Hold
5
– – ﹤0.01% 1697
2025
Q4 		$840 Buy
5
+1
+25% +$174 ﹤0.01% 1733
2025
Q3 		$764 Hold
4
– – ﹤0.01% 1680
2025
Q2 		$874 Sell
4
-3
-43% -$572 ﹤0.01% 1600
2025
Q1 		$1.25K Hold
7
– – ﹤0.01% 1605
2024
Q4 		$1.3K Buy
7
+1
+17% +$187 ﹤0.01% 1623
2024
Q3 		$1.08K Buy
6
+2
+50% +$357 ﹤0.01% 1678
2024
Q2 		$692 Hold
4
– – ﹤0.01% 1752
2024
Q1 		$914 Hold
4
– – ﹤0.01% 1681
2023
Q4 		$841 Sell
4
-1
-20% -$183 ﹤0.01% 1686
2023
Q3 		$865 Buy
5
+2
+67% +$358 ﹤0.01% 1630
2023
Q2 		$552 Sell
3
-2
-40% -$357 ﹤0.01% 1742
2023
Q1 		$921 Buy
5
+2
+67% +$329 ﹤0.01% 1605
2022
Q4 		$425 Hold
3
– – ﹤0.01% 1755
2022
Q3 		$0 Buy
3
+2
+200% +$254 ﹤0.01% 1718
2022
Q2 		$0 Sell
1
-1
-50% -$123 ﹤0.01% 1714
2022
Q1 		$0 Buy
2
+1
+100% +$145 ﹤0.01% 1805
2021
Q4 		$0 Buy
+1
New +$148 ﹤0.01% 1691

Other funds holding ALG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's ALG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Alamo Group (ALG) stake by 60% in Q2 2026, buying an estimated $485 and bringing the position to 8 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

JFS Wealth Advisors first reported a position in ALG in Q4 2021 and has held it in 19 quarters since. 270 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • JFS Wealth Advisors held 8 shares of Alamo Group worth $1.32K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Alamo Group shares in Q2 2026, an estimated $485.
  • Alamo Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1739 holding.
  • JFS Wealth Advisors first reported a position in Alamo Group in Q4 2021 and has held it in 19 quarters since.
  • 270 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.