Phoenix Financial’s Albemarle ALB Stock Holding History

Phoenix Financial’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 Q1	$204K	Sell	1,136 -918,290	-100%	-$157M	﹤0.01%	462
2025 Q4	$130M	Buy	+919,426	New	+$104M	1.41%	19
2024 Q1	–	Sell	-10,882	Closed	-$1.78M	–	426
2023 Q4	$1.78M	Sell	10,882 -2,418	-18%	-$332K	0.03%	197
2023 Q3	$2.27M	Buy	+13,300	New	+$2.65M	0.04%	178
2023 Q2	–	Sell	-6,609	Closed	-$1.47M	–	316
2023 Q1	$1.47M	Buy	6,609 +1,967	+42%	+$485K	0.03%	166
2022 Q4	$1.01M	Buy	4,642 +784	+20%	+$209K	0.02%	181
2022 Q3	$1.03M	Sell	3,858 -382	-9%	-$97.1K	0.02%	194
2022 Q2	$888K	Sell	4,240 -2,038	-32%	-$455K	0.02%	236
2022 Q1	$1.39M	Buy	+6,278	New	+$1.33M	0.02%	230

Other funds holding ALB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial's ALB Position: Q1 2026 in Review

Phoenix Financial reduced its Albemarle (ALB) stake by 100% in Q1 2026, selling an estimated $157M and leaving 1,136 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Phoenix Financial first reported a position in ALB in Q1 2022 and has held it in 9 quarters since. The position peaked at $130M in Q4 2025. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

Phoenix Financial held 1,136 shares of Albemarle worth $204K as of Q1 2026.
Phoenix Financial sold 918,290 Albemarle shares in Q1 2026, an estimated $157M.
Albemarle made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #462 holding.
Phoenix Financial first reported a position in Albemarle in Q1 2022 and has held it in 9 quarters since.
Phoenix Financial's Albemarle position peaked at $130M in Q4 2025.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.