Carlson Financial’s Spok Holdings SPOK Stock Holding History

Carlson Financial’s Portfolio SPOK Stock Details SPOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11,233	Closed	-$148K	–	192
2025 Q4	$148K	Buy	+11,233	New	+$159K	0.09%	173

Other funds holding SPOK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Carlson Financial's SPOK Position: Q1 2026 in Review

Carlson Financial sold out of Spok Holdings (SPOK) in Q1 2026, closing a stake of 11,233 shares — an estimated $148K sold.

Carlson Financial first reported a position in SPOK in Q4 2025 and held it in 1 quarter. The position peaked at $148K in Q4 2025. 139 funds tracked by Wall St. Rank hold SPOK as of Q1 2026.

Carlson Financial reported no remaining Spok Holdings position as of Q1 2026 after selling out during the quarter.
Carlson Financial sold 11,233 Spok Holdings shares in Q1 2026, an estimated $148K.
Carlson Financial first reported a position in Spok Holdings in Q4 2025 and held it in 1 quarter.
Carlson Financial's Spok Holdings position peaked at $148K in Q4 2025.
139 funds tracked by Wall St. Rank held Spok Holdings as of Q1 2026.

Based on Carlson Financial's 13F filing for Q1 2026, filed 24 Aug 2026.