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Alpine Bank Wealth Management - Q1 2026 13F Filings

AL

Alpine Bank Wealth Management

CIK: 0001974910
Address: Colorado Grand Junction Po Box 1150
$687.78 M
Portfolio Value
161
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
-2.69%
$687.78 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Alpine Bank Wealth Management Q1 2026 Filing Summary

Alpine Bank Wealth Management filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 687.78 M reflecting a -2.69% change from the prior quarter, spanning 161 assets. The top 10 holdings comprised 62.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 4 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Alpine Bank Wealth Management’s Q1 2026 Filing

Alpine Bank Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Alpine Bank Wealth Management reported a managed portfolio value of 687.78 M, consisting of 272 individual positions.

This page displays the raw filing documents. To see which stocks Alpine Bank Wealth Management bought or sold during Q1 2026, please visit Alpine Bank Wealth Management's Portfolio Analysis page.