Alpine Bank Wealth Management quarter change: USA Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Alpine Bank Wealth Management opened 4 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was Amana Mut Funds Tr Growth Fund (+$131,846); the largest decrease was Baird Fds Inc (+$38,868).
- Amana Mut Funds Tr Growth Fund: Country of operation —; Class Com; Shares 2026-03-31 0; Shares 2026-06-30 1,220.
- Fidelity Value Fund: Country of operation —; Class Com; Shares 2026-03-31 0; Shares 2026-06-30 5,888.
- Fidelity Magellan Fd Inc: Country of operation United States; Class Com; Shares 2026-03-31 0; Shares 2026-06-30 6,013.
- Baird Fds Inc: Country of operation —; Class Com; Shares 2026-03-31 0; Shares 2026-06-30 3,734.
Two Form 13F-HR filings compared (SEC CIK 1974910): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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