Pinnacle Wealth Planning Services
ALCO icon

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
Q3 		$27.2K Hold
705
– – ﹤0.01% 1631
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
Accordant Advisory Group
Accordant Advisory Group Annapolis, Maryland $159M AUM 14.83% 1-Year Est. Return
TL
TowerView LLC New York $137M AUM 15.24% 1-Year Est. Return
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Naples Global Advisors
Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's ALCO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Alico (ALCO) position steady in Q3 2026 at 705 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Pinnacle Wealth Planning Services first reported a position in ALCO in Q4 2025 and has held it in 4 quarters since. The position peaked at $29.2K in Q2 2026. 62 funds tracked by Wall St. Rank hold ALCO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 705 shares of Alico worth $27.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Alico share count unchanged in Q3 2026.
  • Alico made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1631 holding.
  • Pinnacle Wealth Planning Services first reported a position in Alico in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Alico position peaked at $29.2K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Alico as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.