Stifel Financial
ALCO icon

Stifel Financial’s Alico ALCO Stock Holding History

Stifel Financial’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
Q1 		– Sell
-14,101
Closed -$513K – 3630
2025
Q4 		$513K Sell
14,101
-258
-2% -$8.98K ﹤0.01% 2846
2025
Q3 		$498K Sell
14,359
-65
-0.5% -$2.16K ﹤0.01% 2820
2025
Q2 		$471K Sell
14,424
-85
-0.6% -$2.58K ﹤0.01% 2814
2025
Q1 		$433K Sell
14,509
-70
-0.5% -$2.08K ﹤0.01% 2777
2024
Q4 		$378K Buy
14,579
+1,105
+8% +$28.9K ﹤0.01% 2842
2024
Q3 		$377K Sell
13,474
-649
-5% -$18K ﹤0.01% 2840
2024
Q2 		$366K Sell
14,123
-277
-2% -$7.49K ﹤0.01% 2809
2024
Q1 		$422K Sell
14,400
-6
-0% -$171 ﹤0.01% 2716
2023
Q4 		$419K Sell
14,406
-1,849
-11% -$49.5K ﹤0.01% 2667
2023
Q3 		$406K Buy
16,255
+3,145
+24% +$78.2K ﹤0.01% 2614
2023
Q2 		$334K Buy
13,110
+490
+4% +$11.9K ﹤0.01% 2756
2023
Q1 		$305K Buy
12,620
+1,235
+11% +$31.7K ﹤0.01% 2800
2022
Q4 		$272K Sell
11,385
-23,662
-68% -$684K ﹤0.01% 2821
2022
Q3 		$990K Buy
35,047
+1,830
+6% +$61.8K ﹤0.01% 1975
2022
Q2 		$1.18M Buy
33,217
+21,688
+188% +$865K ﹤0.01% 1872
2022
Q1 		$433K Buy
11,529
+3,962
+52% +$138K ﹤0.01% 2656
2021
Q4 		$280K Buy
+7,567
New +$270K ﹤0.01% 2953
2017
Q3 		– Sell
-6,440
Closed -$202K – 2581
2017
Q2 		$202K Sell
6,440
-3,560
-36% -$107K ﹤0.01% 2342
2017
Q1 		$264K Hold
10,000
– – ﹤0.01% 2166
2016
Q4 		$272K Hold
10,000
– – ﹤0.01% 2090
2016
Q3 		$269K Hold
10,000
– – ﹤0.01% 2034
2016
Q2 		$303K Hold
10,000
– – ﹤0.01% 2035
2016
Q1 		$276K Hold
10,000
– – ﹤0.01% 1856
2015
Q4 		$387K Hold
10,000
– – ﹤0.01% 1787
2015
Q3 		$406K Hold
10,000
– – ﹤0.01% 1673
2015
Q2 		$454K Buy
+10,000
New +$489K ﹤0.01% 1735

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

Stifel Financial's ALCO Position: Q1 2026 in Review

Stifel Financial sold out of Alico (ALCO) in Q1 2026, closing a stake of 14,101 shares — an estimated $513K sold.

Stifel Financial first reported a position in ALCO in Q2 2015 and held it in 26 quarters. The position peaked at $1.18M in Q2 2022. 109 funds tracked by Wall St. Rank hold ALCO as of Q1 2026.

  • Stifel Financial reported no remaining Alico position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 14,101 Alico shares in Q1 2026, an estimated $513K.
  • Stifel Financial first reported a position in Alico in Q2 2015 and held it in 26 quarters.
  • Stifel Financial's Alico position peaked at $1.18M in Q2 2022.
  • 109 funds tracked by Wall St. Rank held Alico as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.