AssetMark Inc
ALKT icon

AssetMark Inc’s Alkami Technology ALKT Stock Holding History

AssetMark Inc’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
Q3 		$25.3K Hold
1,850
– – ﹤0.01% 2155
2026
Q2 		$33.5K Hold
1,850
– – ﹤0.01% 1996
2026
Q1 		$29K Hold
1,850
– – ﹤0.01% 1930
2025
Q4 		$42.7K Buy
1,850
+410
+28% +$9.05K ﹤0.01% 1772
2025
Q3 		$35.8K Sell
1,440
-4
-0.3% -$102 ﹤0.01% 1752
2025
Q2 		$43.5K Buy
+1,444
New +$40.1K ﹤0.01% 1605

Other funds holding ALKT

Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's ALKT Position: Q3 2026 in Review

AssetMark Inc held its Alkami Technology (ALKT) position steady in Q3 2026 at 1,850 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

AssetMark Inc first reported a position in ALKT in Q2 2025 and has held it in 6 quarters since. The position peaked at $43.5K in Q2 2025. 74 funds tracked by Wall St. Rank hold ALKT as of Q3 2026.

  • AssetMark Inc held 1,850 shares of Alkami Technology worth $25.3K as of Q3 2026.
  • AssetMark Inc left its Alkami Technology share count unchanged in Q3 2026.
  • Alkami Technology made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2155 holding.
  • AssetMark Inc first reported a position in Alkami Technology in Q2 2025 and has held it in 6 quarters since.
  • AssetMark Inc's Alkami Technology position peaked at $43.5K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held Alkami Technology as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.