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Mike Alfred’s Bakkt Inc BKKT Stock Holding History

Mike Alfred’s Portfolio BKKT Stock Details BKKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.07M Buy
905,000
+865,000
+2,163% +$7.75M 3.35% 6
2026
Q1 		$294K Hold
40,000
– – 0.19% 15
2025
Q4 		$402K Hold
40,000
– – 0.21% 17
2025
Q3 		$1.35M Buy
+40,000
New +$550K 0.56% 9

Other funds holding BKKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mike Alfred's BKKT Position: Q2 2026 in Review

Mike Alfred increased its Bakkt Inc (BKKT) stake by 2,163% in Q2 2026, buying an estimated $7.75M and bringing the position to 905,000 shares worth $7.07M. The position accounts for 3.35% of the portfolio, ranked #6.

Mike Alfred first reported a position in BKKT in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold BKKT as of Q2 2026.

  • Mike Alfred held 905,000 shares of Bakkt Inc worth $7.07M as of Q2 2026.
  • Mike Alfred bought 865,000 Bakkt Inc shares in Q2 2026, an estimated $7.75M.
  • Bakkt Inc made up 3.35% of Mike Alfred's portfolio in Q2 2026, its #6 holding.
  • Mike Alfred first reported a position in Bakkt Inc in Q3 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Bakkt Inc as of Q2 2026.

Based on Alpine Fox Capital's 13F filing for Q2 2026, filed 14 Aug 2026.