R Squared’s Alico ALCO Stock Holding History

R Squared’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 Q1	–	Sell	-11,329	Closed	-$412K	–	485
2025 Q4	$412K	Buy	+11,329	New	+$394K	0.19%	158

Other funds holding ALCO

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

R Squared's ALCO Position: Q1 2026 in Review

R Squared sold out of Alico (ALCO) in Q1 2026, closing a stake of 11,329 shares — an estimated $412K sold.

R Squared first reported a position in ALCO in Q4 2025 and held it in 1 quarter. The position peaked at $412K in Q4 2025. 109 funds tracked by Wall St. Rank hold ALCO as of Q1 2026.

R Squared reported no remaining Alico position as of Q1 2026 after selling out during the quarter.
R Squared sold 11,329 Alico shares in Q1 2026, an estimated $412K.
R Squared first reported a position in Alico in Q4 2025 and held it in 1 quarter.
R Squared's Alico position peaked at $412K in Q4 2025.
109 funds tracked by Wall St. Rank held Alico as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.