FIRST UNITED BANK & TRUST ALCO — Alico Inc

Ownership history in FIRST UNITED BANK & TRUST  ·  10 quarters on record

AI Ownership Summary

FIRST UNITED BANK & TRUST reported Alico Inc (ALCO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows ALCO 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 ALCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST UNITED BANK & TRUST's position in Alico 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

ALCO stock page FIRST UNITED BANK & TRUST fund profile FIRST UNITED BANK & TRUST full holdings
How FIRST UNITED BANK & TRUST held ALCO — position size vs. price
% of Fund (quarterly)    ALCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 60 — 0% 0.00% $2K 2026-04-21 $42.17
2025 Q4 UNCHANGED — — — 60 — 0% 0.00% $2K 2026-01-21 $40.79
2025 Q3 UNCHANGED — — — 60 — 0% 0.00% $2K 2025-10-27 $35.56
2025 Q2 UNCHANGED — — — 60 — 0% 0.00% $2K 2025-07-18 $32.20
2025 Q1 UNCHANGED — — — 60 — 0% 0.00% $2K 2025-04-15 $28.50
2024 Q4 UNCHANGED — — — 60 — 0% 0.00% $2K 2025-01-16 $32.56
2024 Q3 UNCHANGED — — — 60 — 0% 0.00% $2K 2024-10-15 $25.77
2024 Q2 UNCHANGED — — — 60 — 0% 0.00% $2K 2024-08-12 $26.57
2024 Q1 UNCHANGED — — — 60 — 0% 0.00% $2K 2024-04-29 $28.18
2023 Q4 INITIATED — — — 60 — — 0.00% $2K 2024-02-08 $28.49

🏢 Other funds also holding ALCO

As of 2026 Q1 — sorted by position size

GATE CITY CAPITAL MANAGEMENT, LLC 20.62% CM Management, LLC 3Y 6.9% Peapod Lane Capital LLC 4.51% Accordant Advisory Group Inc 2.57% Pacific Ridge Capital Partners, LLC 3Y 7Y 2.55% TOWERVIEW LLC 3Y 7Y 2.26% Worth Venture Partners, LLC 3Y 7Y 0.83% OAK FAMILY ADVISORS, LLC 3Y 0.71% BARD ASSOCIATES INC 3Y 7Y 0.58% Rodgers Brothers Inc. 3Y 7Y 0.54%

FAQ About FIRST UNITED BANK & TRUST and ALCO

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

How long has FIRST UNITED BANK & TRUST reported owning ALCO?

FIRST UNITED BANK & TRUST reported ALCO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ALCO position in FIRST UNITED BANK & TRUST's portfolio?

The largest reported portfolio weight for ALCO was 0.00% in 2026 Q1.

What is the latest reported ALCO position on this page?

The most recent filing on this page is 2026 Q1, when FIRST UNITED BANK & TRUST reported 60 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this ALCO ownership page compare?

The chart compares FIRST UNITED BANK & TRUST's quarterly ALCO 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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