RTD Financial Advisors’s Albemarle ALB Stock Holding History

RTD Financial Advisors’s Portfolio ALB Stock Details ALB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$365K	Hold	3,450	–	–	0.04%	105
2026 Q2	$466K	Buy	3,450 +31	+0.9%	+$5.47K	0.05%	99
2026 Q1	$614K	Hold	3,419	–	–	0.08%	82
2025 Q4	$484K	Sell	3,419 -780	-19%	-$88.5K	0.06%	86
2025 Q3	$340K	Hold	4,199	–	–	0.04%	94
2025 Q2	$263K	Hold	4,199	–	–	0.03%	98
2025 Q1	$302K	Hold	4,199	–	–	0.04%	100
2024 Q4	$361K	Hold	4,199	–	–	0.05%	94
2024 Q3	$398K	Hold	4,199	–	–	0.05%	92
2024 Q2	$401K	Hold	4,199	–	–	0.05%	90
2024 Q1	$553K	Hold	4,199	–	–	0.07%	73
2023 Q4	$607K	Hold	4,199	–	–	0.09%	71
2023 Q3	$714K	Hold	4,199	–	–	0.11%	63
2023 Q2	$937K	Hold	4,199	–	–	0.14%	60
2023 Q1	$928K	Hold	4,199	–	–	0.14%	61
2022 Q4	$911K	Sell	4,199 -1,417	-25%	-$378K	0.15%	57
2022 Q3	$1.49M	Sell	5,616 -8	-0.1%	-$2.03K	0.27%	49
2022 Q2	$1.18M	Buy	5,624 +8	+0.1%	+$1.78K	0.18%	56
2022 Q1	$1.24M	Hold	5,616	–	–	0.17%	56
2021 Q4	$1.31M	Buy	+5,616	New	+$1.39M	0.17%	56

Other funds holding ALB

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWM

Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

RTD Financial Advisors's ALB Position: Q3 2026 in Review

RTD Financial Advisors held its Albemarle (ALB) position steady in Q3 2026 at 3,450 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #105.

RTD Financial Advisors first reported a position in ALB in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.49M in Q3 2022. 30 funds tracked by Wall St. Rank hold ALB as of Q3 2026.

RTD Financial Advisors held 3,450 shares of Albemarle worth $365K as of Q3 2026.
RTD Financial Advisors left its Albemarle share count unchanged in Q3 2026.
Albemarle made up 0.04% of RTD Financial Advisors's portfolio in Q3 2026, its #105 holding.
RTD Financial Advisors first reported a position in Albemarle in Q4 2021 and has held it in 20 quarters since.
RTD Financial Advisors's Albemarle position peaked at $1.49M in Q3 2022.
30 funds tracked by Wall St. Rank held Albemarle as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.