KAS
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Kestra Advisory Services’s Alkami Technology ALKT Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,079
Closed -$48K – 3152
2025
Q4 		$48K Buy
+2,079
New +$45.9K ﹤0.01% 3966
2024
Q4 		– Sell
-7,442
Closed -$235K – 2654
2024
Q3 		$235K Sell
7,442
-165
-2% -$5.21K ﹤0.01% 2258
2024
Q2 		$217K Buy
+7,607
New +$196K ﹤0.01% 2354

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Kestra Advisory Services's ALKT Position: Q1 2026 in Review

Kestra Advisory Services sold out of Alkami Technology (ALKT) in Q1 2026, closing a stake of 2,079 shares — an estimated $48K sold.

Kestra Advisory Services first reported a position in ALKT in Q2 2024 and held it in 3 quarters. The position peaked at $235K in Q3 2024. 211 funds tracked by Wall St. Rank hold ALKT as of Q1 2026.

  • Kestra Advisory Services reported no remaining Alkami Technology position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,079 Alkami Technology shares in Q1 2026, an estimated $48K.
  • Kestra Advisory Services first reported a position in Alkami Technology in Q2 2024 and held it in 3 quarters.
  • Kestra Advisory Services's Alkami Technology position peaked at $235K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Alkami Technology as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.