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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
Q1 		$206 Buy
+5
New +$199 ﹤0.01% 3145

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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: Q1 2026 in Review

Root Financial Partners opened a new position in Alico (ALCO) in Q1 2026: 5 shares worth $206. The stake represents ﹤0.01% of the portfolio and ranks #3145 among its holdings.

109 funds tracked by Wall St. Rank hold ALCO as of Q1 2026.

  • Root Financial Partners held 5 shares of Alico worth $206 as of Q1 2026.
  • Alico was a new Root Financial Partners position in Q1 2026.
  • Alico made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3145 holding.
  • 109 funds tracked by Wall St. Rank held Alico as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.