Root Financial Partners
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Root Financial Partners’s Alico ALCO Stock Holding History

Root Financial Partners’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
Q3 		$116 Buy
+3
New +$119 ﹤0.01% 3618
2026
Q2 		– Sell
-5
Closed -$206 – 502
2026
Q1 		$206 Buy
+5
New +$199 ﹤0.01% 3145

Other funds holding ALCO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
Accordant Advisory Group
Accordant Advisory Group Annapolis, Maryland $159M AUM 14.83% 1-Year Est. Return
TL
TowerView LLC New York $137M AUM 15.24% 1-Year Est. Return
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Naples Global Advisors
Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's ALCO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Alico (ALCO) in Q3 2026: 3 shares worth $116. The stake represents ﹤0.01% of the portfolio and ranks #3618 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALCO as recently as Q1 2026.

Root Financial Partners first reported a position in ALCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $206 in Q1 2026. 62 funds tracked by Wall St. Rank hold ALCO as of Q3 2026.

  • Root Financial Partners held 3 shares of Alico worth $116 as of Q3 2026.
  • Alico was a new Root Financial Partners position in Q3 2026.
  • Alico made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3618 holding.
  • Root Financial Partners first reported a position in Alico in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Alico position peaked at $206 in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Alico as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.