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JPL Wealth Management’s Alkami Technology ALKT Stock Holding History

JPL Wealth Management’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 		$182 Hold
10
– – ﹤0.01% 1546
2026
Q1 		$157 Buy
+10
New +$184 ﹤0.01% 1436
2025
Q4 		– Sell
-10
Closed -$249 – 152
2025
Q3 		$249 Buy
+10
New +$255 ﹤0.01% 1130

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

JPL Wealth Management's ALKT Position: Q2 2026 in Review

JPL Wealth Management held its Alkami Technology (ALKT) position steady in Q2 2026 at 10 shares worth $182. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

JPL Wealth Management first reported a position in ALKT in Q3 2025 and has held it in 3 quarters since. The position peaked at $249 in Q3 2025. 205 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • JPL Wealth Management held 10 shares of Alkami Technology worth $182 as of Q2 2026.
  • JPL Wealth Management left its Alkami Technology share count unchanged in Q2 2026.
  • Alkami Technology made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1546 holding.
  • JPL Wealth Management first reported a position in Alkami Technology in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Alkami Technology position peaked at $249 in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.