Rise Advisors’s Alico ALCO Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-460	Closed	-$15.9K	–	145
2025 Q3	$15.9K	Hold	460	–	–	0.01%	715
2025 Q2	$15K	Hold	460	–	–	0.01%	722
2025 Q1	$13.7K	Buy	+460	New	+$13.7K	0.01%	764

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PRCP

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

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

PLC

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

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

Rise Advisors's ALCO Position: Q4 2025 in Review

Rise Advisors sold out of Alico (ALCO) in Q4 2025, closing a stake of 460 shares — an estimated $15.9K sold.

Rise Advisors first reported a position in ALCO in Q1 2025 and held it in 3 quarters. The position peaked at $15.9K in Q3 2025. 106 funds tracked by Wall St. Rank hold ALCO as of Q4 2025.

Rise Advisors reported no remaining Alico position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 460 Alico shares in Q4 2025, an estimated $15.9K.
Rise Advisors first reported a position in Alico in Q1 2025 and held it in 3 quarters.
Rise Advisors's Alico position peaked at $15.9K in Q3 2025.
106 funds tracked by Wall St. Rank held Alico as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.