IFP Advisors
ALIT icon

IFP Advisors’s Alight ALIT Stock Holding History

IFP Advisors’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$624 Sell
70
-1,262
-95% -$19.4K ﹤0.01% 4624
2026
Q2 		$14.9K Buy
1,332
+180
+16% +$2.55K ﹤0.01% 3153
2026
Q1 		$13.4K Buy
1,152
+1,040
+929% +$24.8K ﹤0.01% 3007
2025
Q4 		$4.37K Buy
112
+73
+187% +$3.64K ﹤0.01% 3482
2025
Q3 		$2.52K Buy
39
+12
+44% +$1.06K ﹤0.01% 3599
2025
Q2 		$3K Buy
27
+24
+800% +$2.57K ﹤0.01% 3701
2025
Q1 		$302 Hold
3
– – ﹤0.01% 3564
2024
Q4 		$353 Buy
+3
New +$441 ﹤0.01% 3515
2023
Q1 		– Sell
-29
Closed -$7K – 3384
2022
Q4 		$7K Sell
29
-96
-77% -$16K ﹤0.01% 3577
2022
Q3 		$23K Hold
125
– – ﹤0.01% 2948
2022
Q2 		$23K Hold
125
– – ﹤0.01% 2711
2022
Q1 		$23K Buy
+125
New +$24.6K ﹤0.01% 2709

Other funds holding ALIT

Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

IFP Advisors's ALIT Position: Q3 2026 in Review

IFP Advisors reduced its Alight (ALIT) stake by 95% in Q3 2026, selling an estimated $19.4K and leaving 70 shares worth $624. The position accounts for ﹤0.01% of the portfolio, ranked #4624.

IFP Advisors first reported a position in ALIT in Q1 2022 and has held it in 12 quarters since. The position peaked at $23K in Q3 2022. 34 funds tracked by Wall St. Rank hold ALIT as of Q3 2026.

  • IFP Advisors held 70 shares of Alight worth $624 as of Q3 2026.
  • IFP Advisors sold 1,262 Alight shares in Q3 2026, an estimated $19.4K.
  • Alight made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4624 holding.
  • IFP Advisors first reported a position in Alight in Q1 2022 and has held it in 12 quarters since.
  • IFP Advisors's Alight position peaked at $23K in Q3 2022.
  • 34 funds tracked by Wall St. Rank held Alight as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.