Level Wealth Management
ALB icon

Level Wealth Management’s Albemarle ALB Stock Holding History

Level Wealth Management’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.06M Hold
9,957
– – 0.4% 27
2026
Q2 		$1.35M Hold
9,957
– – 0.54% 23
2026
Q1 		$1.79M Buy
+9,957
New +$1.7M 0.84% 18

Other funds holding ALB

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Level Wealth Management's ALB Position: Q3 2026 in Review

Level Wealth Management held its Albemarle (ALB) position steady in Q3 2026 at 9,957 shares worth $1.06M. The position accounts for 0.4% of the portfolio, ranked #27.

Level Wealth Management first reported a position in ALB in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.79M in Q1 2026. 169 funds tracked by Wall St. Rank hold ALB as of Q3 2026.

  • Level Wealth Management held 9,957 shares of Albemarle worth $1.06M as of Q3 2026.
  • Level Wealth Management left its Albemarle share count unchanged in Q3 2026.
  • Albemarle made up 0.4% of Level Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Level Wealth Management first reported a position in Albemarle in Q1 2026 and has held it in 3 quarters since.
  • Level Wealth Management's Albemarle position peaked at $1.79M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Albemarle as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.