Advisors Asset Management’s Alkami Technology ALKT Stock Holding History

Advisors Asset Management’s Portfolio ALKT Stock Details ALKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.2K	Sell	4,037 -107	-3%	-$1.77K	﹤0.01%	1264
2026 Q1	$64.9K	Sell	4,144 -40	-1%	-$737	﹤0.01%	1276
2025 Q4	$96.5K	Buy	4,184 +1,091	+35%	+$24.1K	﹤0.01%	1230
2025 Q3	$76.8K	Buy	3,093 +306	+11%	+$7.82K	﹤0.01%	1249
2025 Q2	$84K	Buy	2,787 +362	+15%	+$10.1K	﹤0.01%	1227
2025 Q1	$63.7K	Buy	2,425 +594	+32%	+$18.7K	﹤0.01%	1259
2024 Q4	$67.2K	Buy	1,831 +665	+57%	+$24.8K	﹤0.01%	1284
2024 Q3	$36.8K	Buy	1,166 +631	+118%	+$19.9K	﹤0.01%	1330
2024 Q2	$15.2K	Buy	+535	New	+$13.8K	﹤0.01%	1393

Other funds holding ALKT

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Advisors Asset Management's ALKT Position: Q2 2026 in Review

Advisors Asset Management reduced its Alkami Technology (ALKT) stake by 2.6% in Q2 2026, selling an estimated $1.77K and leaving 4,037 shares worth $73.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Advisors Asset Management first reported a position in ALKT in Q2 2024 and has held it in 9 quarters since. The position peaked at $96.5K in Q4 2025. 205 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

Advisors Asset Management held 4,037 shares of Alkami Technology worth $73.2K as of Q2 2026.
Advisors Asset Management sold 107 Alkami Technology shares in Q2 2026, an estimated $1.77K.
Alkami Technology made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1264 holding.
Advisors Asset Management first reported a position in Alkami Technology in Q2 2024 and has held it in 9 quarters since.
Advisors Asset Management's Alkami Technology position peaked at $96.5K in Q4 2025.
205 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.