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Pinnacle Wealth Planning Services’s Alamo Group ALG Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$30.1K Sell
183
-154
-46% -$24.9K ﹤0.01% 1584
2026
Q1 		$55.6K Buy
337
+11
+3% +$2.08K 0.01% 1141
2025
Q4 		$54.7K Buy
+326
New +$56.8K 0.01% 1134
2021
Q1 		– Sell
-35
Closed -$5K – 396
2020
Q4 		$5K Buy
+35
New +$4.53K ﹤0.01% 1632

Other funds holding ALG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Alamo Group (ALG) stake by 46% in Q2 2026, selling an estimated $24.9K and leaving 183 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Pinnacle Wealth Planning Services first reported a position in ALG in Q4 2020 and has held it in 4 quarters since. The position peaked at $55.6K in Q1 2026. 272 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 183 shares of Alamo Group worth $30.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 154 Alamo Group shares in Q2 2026, an estimated $24.9K.
  • Alamo Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1584 holding.
  • Pinnacle Wealth Planning Services first reported a position in Alamo Group in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Alamo Group position peaked at $55.6K in Q1 2026.
  • 272 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

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