Plante Moran Financial Advisors’s Alexander & Baldwin ALEX Stock Holding History

Plante Moran Financial Advisors’s Portfolio ALEX Stock Details ALEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-435	Closed	-$8.98K	–	726
2025 Q4	$8.98K	Buy	+435	New	+$7.56K	﹤0.01%	576

Other funds holding ALEX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Plante Moran Financial Advisors's ALEX Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 435 shares — an estimated $8.98K sold.

Plante Moran Financial Advisors first reported a position in ALEX in Q4 2025 and held it in 1 quarter. The position peaked at $8.98K in Q4 2025. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

Plante Moran Financial Advisors reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
Plante Moran Financial Advisors sold 435 Alexander & Baldwin shares in Q1 2026, an estimated $8.98K.
Plante Moran Financial Advisors first reported a position in Alexander & Baldwin in Q4 2025 and held it in 1 quarter.
Plante Moran Financial Advisors's Alexander & Baldwin position peaked at $8.98K in Q4 2025.
1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.