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Root Financial Partners’s Alamo Group ALG Stock Holding History

Root Financial Partners’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1K Buy
67
+32
+91% +$6.04K ﹤0.01% 1638
2025
Q4 		$5.88K Sell
35
-11
-24% -$1.92K ﹤0.01% 1713
2025
Q3 		$8.78K Buy
+46
New +$9.88K ﹤0.01% 1505

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Root Financial Partners's ALG Position: Q1 2026 in Review

Root Financial Partners increased its Alamo Group (ALG) stake by 91% in Q1 2026, buying an estimated $6.04K and bringing the position to 67 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Root Financial Partners first reported a position in ALG in Q3 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold ALG as of Q1 2026.

  • Root Financial Partners held 67 shares of Alamo Group worth $11.1K as of Q1 2026.
  • Root Financial Partners bought 32 Alamo Group shares in Q1 2026, an estimated $6.04K.
  • Alamo Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1638 holding.
  • Root Financial Partners first reported a position in Alamo Group in Q3 2025 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held Alamo Group as of Q1 2026.

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