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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
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 $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Pinnacle Wealth Planning Services's ALG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Alamo Group (ALG) stake by 3.4% in Q1 2026, buying an estimated $2.08K and bringing the position to 337 shares worth $55.6K. The position accounts for 0.01% of the portfolio, ranked #1141.

Pinnacle Wealth Planning Services first reported a position in ALG in Q4 2020 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold ALG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 337 shares of Alamo Group worth $55.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 11 Alamo Group shares in Q1 2026, an estimated $2.08K.
  • Alamo Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1141 holding.
  • Pinnacle Wealth Planning Services first reported a position in Alamo Group in Q4 2020 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held Alamo Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.