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Pinnacle Wealth Planning Services’s Alico ALCO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.2K Hold
705
– – ﹤0.01% 1609
2026
Q1 		$29.1K Hold
705
– – ﹤0.01% 1498
2025
Q4 		$25.6K Buy
+705
New +$24.5K ﹤0.01% 1601

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 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
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's ALCO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Alico (ALCO) position steady in Q2 2026 at 705 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Pinnacle Wealth Planning Services first reported a position in ALCO in Q4 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 705 shares of Alico worth $29.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Alico share count unchanged in Q2 2026.
  • Alico made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1609 holding.
  • Pinnacle Wealth Planning Services first reported a position in Alico in Q4 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.