Valued Wealth Advisors
ALG icon

Valued Wealth Advisors’s Alamo Group ALG Stock Holding History

Valued Wealth Advisors’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.01K Buy
13
+5
+63% +$824 ﹤0.01% 646
2026
Q2 		$1.32K Buy
+8
New +$1.29K ﹤0.01% 738

Other funds holding ALG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Valued Wealth Advisors's ALG Position: Q3 2026 in Review

Valued Wealth Advisors increased its Alamo Group (ALG) stake by 63% in Q3 2026, buying an estimated $824 and bringing the position to 13 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Valued Wealth Advisors first reported a position in ALG in Q2 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold ALG as of Q3 2026.

  • Valued Wealth Advisors held 13 shares of Alamo Group worth $2.01K as of Q3 2026.
  • Valued Wealth Advisors bought 5 Alamo Group shares in Q3 2026, an estimated $824.
  • Alamo Group made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #646 holding.
  • Valued Wealth Advisors first reported a position in Alamo Group in Q2 2026 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Alamo Group as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.