PWPS
ALX

Pinnacle Wealth Planning Services’s Alexander's ALX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ALX Stock Details ALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236 Hold
1
– – ﹤0.01% 2680
2025
Q4 		$218 Buy
+1
New +$223 ﹤0.01% 2708

Other funds holding ALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Alexander's (ALX) position steady in Q1 2026 at 1 share worth $236. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Pinnacle Wealth Planning Services first reported a position in ALX in Q4 2025 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold ALX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1 share of Alexander's worth $236 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Alexander's share count unchanged in Q1 2026.
  • Alexander's made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2680 holding.
  • Pinnacle Wealth Planning Services first reported a position in Alexander's in Q4 2025 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Alexander's as of Q1 2026.

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