UMA Financial Services »

Ali shares owned by UMA Financial Services

Quarter-by-quarter ownership of Ali (ALCO) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Ali

Tip: Access up to 7 years of quarterly data

All positions including Ali held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ali by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $993 24 41.38

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Ali

Gate City Capital Management
BlackRock
Pacific Ridge Capital Partners
Dimensional Fund Advisors
Vanguard Capital Management
CM Management
Morgan Stanley
Geode Capital Management
State Street Corporation
Peapod Lane Capital
Monongahela Capital Management
Accordant Advisory Group
TowerView
Oak Family Advisors
Northern Trust

View all funds holding Ali