Bullock Wealth Management’s Alkami Technology ALKT Stock Holding History

Bullock Wealth 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	$6.66K	Hold	356	–	–	﹤0.01%	480
2026 Q1	$5.7K	Hold	356	–	–	﹤0.01%	485
2025 Q4	$8.21K	Hold	356	–	–	﹤0.01%	429
2025 Q3	$8.54K	Sell	356 -380	-52%	-$9.71K	﹤0.01%	437
2025 Q2	$21.7K	Hold	736	–	–	0.01%	314
2025 Q1	$19.5K	Hold	736	–	–	0.01%	312
2024 Q4	$27K	Hold	736	–	–	0.02%	293
2024 Q3	$22.9K	Hold	736	–	–	0.01%	298
2024 Q2	$21.4K	Buy	+736	New	+$19K	0.01%	295

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

Bullock Wealth Management's ALKT Position: Q2 2026 in Review

Bullock Wealth Management held its Alkami Technology (ALKT) position steady in Q2 2026 at 356 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Bullock Wealth Management first reported a position in ALKT in Q2 2024 and has held it in 9 quarters since. The position peaked at $27K in Q4 2024. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

Bullock Wealth Management held 356 shares of Alkami Technology worth $6.66K as of Q2 2026.
Bullock Wealth Management left its Alkami Technology share count unchanged in Q2 2026.
Alkami Technology made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #480 holding.
Bullock Wealth Management first reported a position in Alkami Technology in Q2 2024 and has held it in 9 quarters since.
Bullock Wealth Management's Alkami Technology position peaked at $27K in Q4 2024.
204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.