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Elevation Wealth Partners’s Alaska Air ALK Stock Holding History

Elevation Wealth Partners’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.32K Hold
60
– – ﹤0.01% 1221
2026
Q2 		$3.13K Hold
60
– – ﹤0.01% 1117
2026
Q1 		$2.21K Buy
+60
New +$2.89K ﹤0.01% 892

Other funds holding ALK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return
WCCM
Willow Creek Capital Management Missoula, Montana $103M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
PCM
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

Elevation Wealth Partners's ALK Position: Q3 2026 in Review

Elevation Wealth Partners held its Alaska Air (ALK) position steady in Q3 2026 at 60 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Elevation Wealth Partners first reported a position in ALK in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.13K in Q2 2026. 44 funds tracked by Wall St. Rank hold ALK as of Q3 2026.

  • Elevation Wealth Partners held 60 shares of Alaska Air worth $2.32K as of Q3 2026.
  • Elevation Wealth Partners left its Alaska Air share count unchanged in Q3 2026.
  • Alaska Air made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1221 holding.
  • Elevation Wealth Partners first reported a position in Alaska Air in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Alaska Air position peaked at $3.13K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Alaska Air as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.