Root Financial Partners
ALG icon

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
Q3 		$20K Buy
+129
New +$21.3K ﹤0.01% 1554
2026
Q2 		– Sell
-67
Closed -$11.1K – 505
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 +$9.9K ﹤0.01% 1505

Other funds holding ALG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Longview Asset Management (Illinois)
Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Root Financial Partners opened a new position in Alamo Group (ALG) in Q3 2026: 129 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #1554 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALG as recently as Q1 2026.

Root Financial Partners first reported a position in ALG in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold ALG as of Q3 2026.

  • Root Financial Partners held 129 shares of Alamo Group worth $20K as of Q3 2026.
  • Alamo Group was a new Root Financial Partners position in Q3 2026.
  • Alamo Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1554 holding.
  • Root Financial Partners first reported a position in Alamo Group in Q3 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held Alamo Group as of Q3 2026.

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