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Fulcrum Wealth Advisors’s Alaska Air ALK Stock Holding History

Fulcrum Wealth Advisors’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
Q2 		$209K Buy
+3,996
New +$171K 0.16% 78

Other funds holding ALK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Fulcrum Wealth Advisors's ALK Position: Q2 2026 in Review

Fulcrum Wealth Advisors opened a new position in Alaska Air (ALK) in Q2 2026: 3,996 shares worth $209K. The stake represents 0.16% of the portfolio and ranks #78 among its holdings.

485 funds tracked by Wall St. Rank hold ALK as of Q2 2026.

  • Fulcrum Wealth Advisors held 3,996 shares of Alaska Air worth $209K as of Q2 2026.
  • Alaska Air was a new Fulcrum Wealth Advisors position in Q2 2026.
  • Alaska Air made up 0.16% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • 485 funds tracked by Wall St. Rank held Alaska Air as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.