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Birchwood Financial Partners’s Alkami Technology ALKT Stock Holding History

Birchwood Financial Partners’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
Q1 		– Sell
-216
Closed -$4.98K – 350
2025
Q4 		$4.98K Buy
+216
New +$4.77K ﹤0.01% 308

Other funds holding ALKT

GA
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Birchwood Financial Partners's ALKT Position: Q1 2026 in Review

Birchwood Financial Partners sold out of Alkami Technology (ALKT) in Q1 2026, closing a stake of 216 shares — an estimated $4.98K sold.

Birchwood Financial Partners first reported a position in ALKT in Q4 2025 and held it in 1 quarter. The position peaked at $4.98K in Q4 2025. 210 funds tracked by Wall St. Rank hold ALKT as of Q1 2026.

  • Birchwood Financial Partners reported no remaining Alkami Technology position as of Q1 2026 after selling out during the quarter.
  • Birchwood Financial Partners sold 216 Alkami Technology shares in Q1 2026, an estimated $4.98K.
  • Birchwood Financial Partners first reported a position in Alkami Technology in Q4 2025 and held it in 1 quarter.
  • Birchwood Financial Partners's Alkami Technology position peaked at $4.98K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held Alkami Technology as of Q1 2026.

Based on Birchwood Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.