Sound Financial Strategies Group’s Albemarle ALB Stock Holding History

Sound Financial Strategies Group’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 Q2	$245K	Buy	1,812 +5	+0.3%	+$882	0.16%	104
2026 Q1	$324K	Sell	1,807 -3,314	-65%	-$566K	0.22%	64
2025 Q4	$724K	Buy	+5,121	New	+$581K	0.51%	47
2023 Q1	–	Sell	-4,404	Closed	-$955K	–	59
2022 Q4	$955K	Buy	4,404 +21	+0.5%	+$5.6K	0.69%	40
2022 Q3	$1.16M	Buy	+4,383	New	+$1.11M	1.74%	9
2022 Q2	–	Sell	-7,333	Closed	-$1.62M	–	47
2022 Q1	$1.62M	Buy	7,333 +4,681	+177%	+$989K	0.9%	22
2021 Q4	$620K	Sell	2,652 -81	-3%	-$20K	0.31%	61
2021 Q3	$598K	Sell	2,733 -917	-25%	-$196K	0.3%	58
2021 Q2	$615K	Sell	3,650 -117	-3%	-$18.9K	0.31%	54
2021 Q1	$550K	Sell	3,767 -1,319	-26%	-$212K	0.28%	66
2020 Q4	$750K	Buy	+5,086	New	+$604K	0.41%	16

Other funds holding ALB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sound Financial Strategies Group's ALB Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Albemarle (ALB) stake by 0.28% in Q2 2026, buying an estimated $882 and bringing the position to 1,812 shares worth $245K. The position accounts for 0.16% of the portfolio, ranked #104.

Sound Financial Strategies Group first reported a position in ALB in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.62M in Q1 2022. 945 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

Sound Financial Strategies Group held 1,812 shares of Albemarle worth $245K as of Q2 2026.
Sound Financial Strategies Group bought 5 Albemarle shares in Q2 2026, an estimated $882.
Albemarle made up 0.16% of Sound Financial Strategies Group's portfolio in Q2 2026, its #104 holding.
Sound Financial Strategies Group first reported a position in Albemarle in Q4 2020 and has held it in 11 quarters since.
Sound Financial Strategies Group's Albemarle position peaked at $1.62M in Q1 2022.
945 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.