Allworth Financial’s Alkami Technology ALKT Stock Holding History

Allworth Financial’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	$13.9K	Buy	768 +550	+252%	+$9.08K	﹤0.01%	3486
2026 Q1	$3.42K	Buy	218 +131	+151%	+$2.41K	﹤0.01%	4156
2025 Q4	$2.01K	Sell	87 -99	-53%	-$2.18K	﹤0.01%	4119
2025 Q3	$4.62K	Buy	186 +112	+151%	+$2.86K	﹤0.01%	3601
2025 Q2	$2.23K	Sell	74 -24	-24%	-$667	﹤0.01%	3656
2025 Q1	$2.6K	Buy	98 +79	+416%	+$2.49K	﹤0.01%	3098
2024 Q4	$671	Hold	19	–	–	﹤0.01%	3524
2024 Q3	$600	Hold	19	–	–	﹤0.01%	3369
2024 Q2	$621	Buy	19 +12	+171%	+$310	﹤0.01%	3310
2024 Q1	$172	Hold	7	–	–	﹤0.01%	3461
2023 Q4	$170	Hold	7	–	–	﹤0.01%	3300
2023 Q3	$128	Buy	+7	New	+$118	﹤0.01%	3299
2021 Q4	–	Sell	-1,500	Closed	-$37K	–	1909
2021 Q3	$37K	Hold	1,500	–	–	﹤0.01%	849
2021 Q2	$54K	Buy	+1,500	New	+$55K	﹤0.01%	597

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

Allworth Financial's ALKT Position: Q2 2026 in Review

Allworth Financial increased its Alkami Technology (ALKT) stake by 252% in Q2 2026, buying an estimated $9.08K and bringing the position to 768 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3486.

Allworth Financial first reported a position in ALKT in Q2 2021 and has held it in 14 quarters since. The position peaked at $54K in Q2 2021. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

Allworth Financial held 768 shares of Alkami Technology worth $13.9K as of Q2 2026.
Allworth Financial bought 550 Alkami Technology shares in Q2 2026, an estimated $9.08K.
Alkami Technology made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3486 holding.
Allworth Financial first reported a position in Alkami Technology in Q2 2021 and has held it in 14 quarters since.
Allworth Financial's Alkami Technology position peaked at $54K in Q2 2021.
204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.