Merit Financial Group
ALG icon

Merit Financial Group’s Alamo Group ALG Stock Holding History

Merit Financial Group’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
Q3 		$620K Buy
4,008
+399
+11% +$65.8K ﹤0.01% 1439
2026
Q2 		$594K Sell
3,609
-178
-5% -$28.8K ﹤0.01% 1400
2026
Q1 		$625K Buy
3,787
+65
+2% +$12.3K ﹤0.01% 1236
2025
Q4 		$625K Sell
3,722
-463
-11% -$80.6K 0.01% 1164
2025
Q3 		$799K Sell
4,185
-456
-10% -$98K 0.01% 955
2025
Q2 		$1.01M Sell
4,641
-362
-7% -$69.1K 0.01% 781
2025
Q1 		$892K Sell
5,003
-1,265
-20% -$232K 0.01% 699
2024
Q4 		$1.17M Buy
6,268
+53
+0.9% +$9.9K 0.02% 472
2024
Q3 		$1.12M Sell
6,215
-6
-0.1% -$1.07K 0.03% 397
2024
Q2 		$1.08M Sell
6,221
-6
-0.1% -$1.17K 0.02% 391
2024
Q1 		$1.21M Buy
6,227
+36
+0.6% +$7.53K 0.03% 353
2023
Q4 		$1.3M Buy
6,191
+8
+0.1% +$1.46K 0.04% 262
2023
Q3 		$1.07M Buy
6,183
+7
+0.1% +$1.25K 0.04% 306
2023
Q2 		$1.14M Buy
6,176
+8
+0.1% +$1.43K 0.04% 313
2023
Q1 		$1.14M Buy
6,168
+9
+0.1% +$1.48K 0.04% 273
2022
Q4 		$872K Buy
6,159
+7
+0.1% +$1.01K 0.03% 316
2022
Q3 		$752K Buy
+6,152
New +$782K 0.03% 293

Other funds holding ALG

Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Merit Financial Group's ALG Position: Q3 2026 in Review

Merit Financial Group increased its Alamo Group (ALG) stake by 11% in Q3 2026, buying an estimated $65.8K and bringing the position to 4,008 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Merit Financial Group first reported a position in ALG in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.3M in Q4 2023. 156 funds tracked by Wall St. Rank hold ALG as of Q3 2026.

  • Merit Financial Group held 4,008 shares of Alamo Group worth $620K as of Q3 2026.
  • Merit Financial Group bought 399 Alamo Group shares in Q3 2026, an estimated $65.8K.
  • Alamo Group made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1439 holding.
  • Merit Financial Group first reported a position in Alamo Group in Q3 2022 and has held it in 17 quarters since.
  • Merit Financial Group's Alamo Group position peaked at $1.3M in Q4 2023.
  • 156 funds tracked by Wall St. Rank held Alamo Group as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.