SOA Wealth Advisors’s Alexander's ALX Stock Holding History

SOA Wealth Advisors’s Portfolio ALX Stock Details ALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.76K	Hold	10	–	–	﹤0.01%	746
2026 Q1	$2.36K	Hold	10	–	–	﹤0.01%	700
2025 Q4	$2.18K	Hold	10	–	–	﹤0.01%	709
2025 Q3	$2.35K	Hold	10	–	–	﹤0.01%	717
2025 Q2	$2.25K	Hold	10	–	–	﹤0.01%	703
2025 Q1	$2.09K	Hold	10	–	–	﹤0.01%	697
2024 Q4	$2K	Hold	10	–	–	﹤0.01%	686
2024 Q3	$2.42K	Hold	10	–	–	﹤0.01%	655
2024 Q2	$2.25K	Hold	10	–	–	﹤0.01%	662
2024 Q1	$2.17K	Hold	10	–	–	﹤0.01%	702
2023 Q4	$2.14K	Hold	10	–	–	﹤0.01%	693
2023 Q3	$1.82K	Hold	10	–	–	﹤0.01%	725
2023 Q2	$1.84K	Hold	10	–	–	﹤0.01%	733
2023 Q1	$1.94K	Hold	10	–	–	﹤0.01%	731
2022 Q4	$2.2K	Hold	10	–	–	﹤0.01%	727
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	692
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	679
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	783
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	759
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	775
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	753
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	701
2020 Q4	$2K	Buy	+10	New	+$2.65K	﹤0.01%	684

Other funds holding ALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SOA Wealth Advisors's ALX Position: Q2 2026 in Review

SOA Wealth Advisors held its Alexander's (ALX) position steady in Q2 2026 at 10 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

SOA Wealth Advisors first reported a position in ALX in Q4 2020 and has held it in 23 quarters since. 154 funds tracked by Wall St. Rank hold ALX as of Q2 2026.

SOA Wealth Advisors held 10 shares of Alexander's worth $2.76K as of Q2 2026.
SOA Wealth Advisors left its Alexander's share count unchanged in Q2 2026.
Alexander's made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #746 holding.
SOA Wealth Advisors first reported a position in Alexander's in Q4 2020 and has held it in 23 quarters since.
154 funds tracked by Wall St. Rank held Alexander's as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.