Larson Financial Group’s Alexander & Baldwin ALEX Stock Holding History

Larson Financial Group’s Portfolio ALEX Stock Details ALEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-59	Closed	-$1.22K	–	3633
2025 Q4	$1.22K	Buy	+59	New	+$1.02K	﹤0.01%	2906
2025 Q3	–	Sell	-5	Closed	-$89	–	3433
2025 Q2	$89	Buy	+5	New	+$87	﹤0.01%	3178

Other funds holding ALEX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Larson Financial Group's ALEX Position: Q1 2026 in Review

Larson Financial Group sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 59 shares — an estimated $1.22K sold.

Larson Financial Group first reported a position in ALEX in Q2 2025 and held it in 2 quarters. The position peaked at $1.22K in Q4 2025. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

Larson Financial Group reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
Larson Financial Group sold 59 Alexander & Baldwin shares in Q1 2026, an estimated $1.22K.
Larson Financial Group first reported a position in Alexander & Baldwin in Q2 2025 and held it in 2 quarters.
Larson Financial Group's Alexander & Baldwin position peaked at $1.22K in Q4 2025.
1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.