Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ALG — ALAMO GROUP INC

Ownership history in Empirical Financial Services, LLC d.b.a. Empirical Wealth Management  ·  3 quarters on record

AI Ownership Summary

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported ALAMO GROUP INC (ALG) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows ALG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's position in ALAMO GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ALG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALG stock page Empirical Financial Services, LLC d.b.a. Empirical Wealth Management fund profile Empirical Financial Services, LLC d.b.a. Empirical Wealth Management full holdings
How Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held ALG — position size vs. price
% of Fund (quarterly)    ALG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 2,050 +498 +32.1% 0.00% $337K 2026-07-15 $162.39
2026 Q1 ADDED — — — 1,552 +286 +22.6% 0.00% $256K 2026-05-04 $167.04
2025 Q4 INITIATED — — — 1,266 — — 0.00% $213K 2026-01-16 $191.81

🏢 Other funds also holding ALG

As of 2026 Q2 — sorted by position size

GRACE & WHITE INC /NY 3Y 7Y 1.79% Cannon Advisors, Inc. 0.9% WASATCH ADVISORS LP 3Y 7Y 0.32% River Road Asset Management, LLC 3Y 7Y 0.25% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.05% Y-Intercept (Hong Kong) Ltd 3Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% Merit Financial Group, LLC 3Y 7Y 0.0% MJT & Associates Financial Advisory Group, Inc. 0.0% COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3Y 7Y 0.0%

FAQ About Empirical Financial Services, LLC d.b.a. Empirical Wealth Management and ALG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported owning ALG?

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported ALG across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported ALG position in Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's portfolio?

The largest reported portfolio weight for ALG was 0.00% in 2026 Q2.

What is the latest reported ALG position on this page?

The most recent filing on this page is 2026 Q2, when Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported 2,050 shares, equal to 0.00% of portfolio, with an estimated market value of $337K.

What does the chart on this ALG ownership page compare?

The chart compares Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's quarterly ALG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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