Jones Financial Companies
ALKT icon

Jones Financial Companies’s Alkami Technology ALKT Stock Holding History

Jones Financial Companies’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 		$443K Buy
26,981
+3,481
+15% +$57.5K ﹤0.01% 2260
2026
Q1 		$358K Buy
23,500
+23,488
+195,733% +$433K ﹤0.01% 2193
2025
Q4 		$277 Buy
+12
New +$265 ﹤0.01% 4240
2025
Q3 		– Sell
-50
Closed -$1.49K – 4231
2025
Q2 		$1.49K Buy
+50
New +$1.39K ﹤0.01% 3556

Other funds holding ALKT

GA
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Vanguard Capital Management
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Jones Financial Companies's ALKT Position: Q2 2026 in Review

Jones Financial Companies increased its Alkami Technology (ALKT) stake by 15% in Q2 2026, buying an estimated $57.5K and bringing the position to 26,981 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

Jones Financial Companies first reported a position in ALKT in Q2 2025 and has held it in 4 quarters since. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Jones Financial Companies held 26,981 shares of Alkami Technology worth $443K as of Q2 2026.
  • Jones Financial Companies bought 3,481 Alkami Technology shares in Q2 2026, an estimated $57.5K.
  • Alkami Technology made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2260 holding.
  • Jones Financial Companies first reported a position in Alkami Technology in Q2 2025 and has held it in 4 quarters since.
  • 204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.