Spire Wealth Management’s Alico ALCO Stock Holding History

Spire Wealth Management’s Portfolio ALCO Stock Details ALCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.41K	Hold	155	–	–	﹤0.01%	1776
2026 Q1	$6.39K	Buy	+155	New	+$6.16K	﹤0.01%	1766

Other funds holding ALCO

GCCM

Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CM Management Gulf Breeze, Florida $157M AUM 60.08% 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

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

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Spire Wealth Management's ALCO Position: Q2 2026 in Review

Spire Wealth Management held its Alico (ALCO) position steady in Q2 2026 at 155 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Spire Wealth Management first reported a position in ALCO in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

Spire Wealth Management held 155 shares of Alico worth $6.41K as of Q2 2026.
Spire Wealth Management left its Alico share count unchanged in Q2 2026.
Alico made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1776 holding.
Spire Wealth Management first reported a position in Alico in Q1 2026 and has held it in 2 quarters since.
111 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.