Alger Mid Cap Focus-ZAFOZX

13F holders, Q3 2025 (September 30)
2holders +1
2new positions
0sold out
$21.54avg. 13F price*

At the end of Q3 2025, 2 institutions reported holding Alger Mid Cap Focus-Z (AFOZX) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($115K) and Kelleher Financial Advisors ($30K).

Company
Alger Mid Cap Focus-Z
CUSIP
015565161
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2025: 1Q1 2025Q3 2025: 2Q3 2025Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$145K
Exits0$0

All 13F filers, Q1 2025 → Q3 2025: 6,751 shares bought, net +6,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Vermillion Wealth Management, Inc. 0.03% New 5,336 $115K
Kelleher Financial Advisors 0.01% New 1,415 $30K

"% of holder's portfolio" is AFOZX's weight in each manager's 13F, not the share of Alger Mid Cap Focus-Z the manager owns.