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JNBA Financial Advisors’s Alamo Group ALG Stock Holding History

JNBA Financial 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
2025
Q2 		– Sell
-102
Closed -$18.2K – 653
2025
Q1 		$18.2K Buy
+102
New +$18.7K ﹤0.01% 396
2024
Q4 		– Sell
-205
Closed -$37K – 650
2024
Q3 		$37K Buy
+205
New +$36.5K ﹤0.01% 318
2016
Q3 		– Sell
-100
Closed -$7K – 1578
2016
Q2 		$7K Hold
100
– – ﹤0.01% 365
2016
Q1 		$6K Buy
+100
New +$5.31K ﹤0.01% 394

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JNBA Financial Advisors's ALG Position: Q2 2025 in Review

JNBA Financial Advisors sold out of Alamo Group (ALG) in Q2 2025, closing a stake of 102 shares — an estimated $18.2K sold.

JNBA Financial Advisors first reported a position in ALG in Q1 2016 and held it in 4 quarters. The position peaked at $37K in Q3 2024. 280 funds tracked by Wall St. Rank hold ALG as of Q2 2025.

  • JNBA Financial Advisors reported no remaining Alamo Group position as of Q2 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 102 Alamo Group shares in Q2 2025, an estimated $18.2K.
  • JNBA Financial Advisors first reported a position in Alamo Group in Q1 2016 and held it in 4 quarters.
  • JNBA Financial Advisors's Alamo Group position peaked at $37K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held Alamo Group as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.