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Legacy Financial Independent Advisors’s Allient ALNT Stock Holding History

Legacy Financial Independent Advisors’s Portfolio ALNT Stock Details ALNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$569K Buy
5,525
+243
+5% +$18.7K 0.27% 71
2026
Q1 		$312K Buy
+5,282
New +$333K 0.16% 89

Other funds holding ALNT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legacy Financial Independent Advisors's ALNT Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its Allient (ALNT) stake by 4.6% in Q2 2026, buying an estimated $18.7K and bringing the position to 5,525 shares worth $569K. The position accounts for 0.27% of the portfolio, ranked #71.

Legacy Financial Independent Advisors first reported a position in ALNT in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold ALNT as of Q2 2026.

  • Legacy Financial Independent Advisors held 5,525 shares of Allient worth $569K as of Q2 2026.
  • Legacy Financial Independent Advisors bought 243 Allient shares in Q2 2026, an estimated $18.7K.
  • Allient made up 0.27% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #71 holding.
  • Legacy Financial Independent Advisors first reported a position in Allient in Q1 2026 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Allient as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.