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 Q2	–	Sell	-5	Closed	-$206	–	502
2026 Q1	$206	Buy	+5	New	+$199	﹤0.01%	3145

Other funds holding ALCO

GCCM

Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Root Financial Partners's ALCO Position: Q2 2026 in Review

Root Financial Partners sold out of Alico (ALCO) in Q2 2026, closing a stake of 5 shares — an estimated $206 sold.

Root Financial Partners first reported a position in ALCO in Q1 2026 and held it in 1 quarter. The position peaked at $206 in Q1 2026. 110 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

Root Financial Partners reported no remaining Alico position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 5 Alico shares in Q2 2026, an estimated $206.
Root Financial Partners first reported a position in Alico in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Alico position peaked at $206 in Q1 2026.
110 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.