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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
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 +$9.88K ﹤0.01% 1505

Other funds holding ALG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Root Financial Partners sold out of Alamo Group (ALG) in Q2 2026, closing a stake of 67 shares — an estimated $11.1K sold.

Root Financial Partners first reported a position in ALG in Q3 2025 and held it in 3 quarters. The position peaked at $11.1K in Q1 2026. 271 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • Root Financial Partners reported no remaining Alamo Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 67 Alamo Group shares in Q2 2026, an estimated $11.1K.
  • Root Financial Partners first reported a position in Alamo Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Alamo Group position peaked at $11.1K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

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