Krilogy Financial
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Krilogy Financial’s Alight ALIT Stock Holding History

Krilogy Financial’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 		– Sell
-6,748
Closed -$75.6K – 1089
2026
Q2 		$75.6K Sell
6,748
-6
-0.1% -$85 ﹤0.01% 1021
2026
Q1 		$87.2K Buy
6,754
+5,717
+551% +$136K ﹤0.01% 933
2025
Q4 		$31.7K Buy
+1,037
New +$51.7K ﹤0.01% 916

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CA
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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
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Krilogy Financial's ALIT Position: Q3 2026 in Review

Krilogy Financial sold out of Alight (ALIT) in Q3 2026, closing a stake of 6,748 shares — an estimated $75.6K sold.

Krilogy Financial first reported a position in ALIT in Q4 2025 and held it in 3 quarters. The position peaked at $87.2K in Q1 2026. 17 funds tracked by Wall St. Rank hold ALIT as of Q3 2026.

  • Krilogy Financial reported no remaining Alight position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 6,748 Alight shares in Q3 2026, an estimated $75.6K.
  • Krilogy Financial first reported a position in Alight in Q4 2025 and held it in 3 quarters.
  • Krilogy Financial's Alight position peaked at $87.2K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Alight as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.