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Balboa Wealth Partners’s Allient ALNT Stock Holding History

Balboa Wealth Partners’s Portfolio ALNT Stock Details ALNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393K Sell
3,816
-18
-0.5% -$1.39K 0.05% 285
2026
Q1 		$227K Buy
+3,834
New +$241K 0.04% 376

Other funds holding ALNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Balboa Wealth Partners's ALNT Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Allient (ALNT) stake by 0.47% in Q2 2026, selling an estimated $1.39K and leaving 3,816 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #285.

Balboa Wealth Partners first reported a position in ALNT in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold ALNT as of Q2 2026.

  • Balboa Wealth Partners held 3,816 shares of Allient worth $393K as of Q2 2026.
  • Balboa Wealth Partners sold 18 Allient shares in Q2 2026, an estimated $1.39K.
  • Allient made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #285 holding.
  • Balboa Wealth Partners first reported a position in Allient in Q1 2026 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Allient as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.