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 Q2	$208K	Buy	1,537 +401	+35%	+$70.7K	﹤0.01%	502
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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Phoenix Financial's ALB Position: Q2 2026 in Review

Phoenix Financial increased its Albemarle (ALB) stake by 35% in Q2 2026, buying an estimated $70.7K and bringing the position to 1,537 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Phoenix Financial first reported a position in ALB in Q1 2022 and has held it in 10 quarters since. The position peaked at $130M in Q4 2025. 944 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

Phoenix Financial held 1,537 shares of Albemarle worth $208K as of Q2 2026.
Phoenix Financial bought 401 Albemarle shares in Q2 2026, an estimated $70.7K.
Albemarle made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #502 holding.
Phoenix Financial first reported a position in Albemarle in Q1 2022 and has held it in 10 quarters since.
Phoenix Financial's Albemarle position peaked at $130M in Q4 2025.
944 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.