LPL Financial
ALG icon

LPL Financial’s Alamo Group ALG Stock Holding History

LPL Financial’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 		$1.47M Buy
8,917
+3,510
+65% +$568K ﹤0.01% 4078
2026
Q1 		$892K Buy
5,407
+48
+0.9% +$9.05K ﹤0.01% 4276
2025
Q4 		$900K Buy
5,359
+514
+11% +$89.5K ﹤0.01% 4185
2025
Q3 		$925K Buy
4,845
+300
+7% +$64.5K ﹤0.01% 4074
2025
Q2 		$993K Buy
4,545
+340
+8% +$64.9K ﹤0.01% 3768
2025
Q1 		$749K Buy
4,205
+1,071
+34% +$197K ﹤0.01% 3792
2024
Q4 		$583K Sell
3,134
-172
-5% -$32.1K ﹤0.01% 3960
2024
Q3 		$596K Buy
3,306
+473
+17% +$84.3K ﹤0.01% 3849
2024
Q2 		$490K Buy
2,833
+1,198
+73% +$234K ﹤0.01% 3893
2024
Q1 		$373K Buy
+1,635
New +$342K ﹤0.01% 4027
2021
Q4 		– Sell
-10,770
Closed -$1.5M – 4342
2021
Q3 		$1.5M Buy
10,770
+2,789
+35% +$411K ﹤0.01% 2271
2021
Q2 		$1.22M Buy
+7,981
New +$1.24M ﹤0.01% 2406

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

LPL Financial's ALG Position: Q2 2026 in Review

LPL Financial increased its Alamo Group (ALG) stake by 65% in Q2 2026, buying an estimated $568K and bringing the position to 8,917 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #4078.

LPL Financial first reported a position in ALG in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.5M in Q3 2021. 269 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • LPL Financial held 8,917 shares of Alamo Group worth $1.47M as of Q2 2026.
  • LPL Financial bought 3,510 Alamo Group shares in Q2 2026, an estimated $568K.
  • Alamo Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4078 holding.
  • LPL Financial first reported a position in Alamo Group in Q2 2021 and has held it in 12 quarters since.
  • LPL Financial's Alamo Group position peaked at $1.5M in Q3 2021.
  • 269 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.