Phil A. Younker & Associates’s Alaska Air ALK Stock Holding History

Phil A. Younker & Associates’s Portfolio ALK Stock Details ALK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$699K	Buy	19,000 +14,500	+322%	+$699K	0.47%	25
2025 Q4	$226K	Buy	+4,500	New	+$208K	0.16%	32

Other funds holding ALK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Phil A. Younker & Associates's ALK Position: Q1 2026 in Review

Phil A. Younker & Associates increased its Alaska Air (ALK) stake by 322% in Q1 2026, buying an estimated $699K and bringing the position to 19,000 shares worth $699K. The position accounts for 0.47% of the portfolio, ranked #25.

Phil A. Younker & Associates first reported a position in ALK in Q4 2025 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold ALK as of Q1 2026.

Phil A. Younker & Associates held 19,000 shares of Alaska Air worth $699K as of Q1 2026.
Phil A. Younker & Associates bought 14,500 Alaska Air shares in Q1 2026, an estimated $699K.
Alaska Air made up 0.47% of Phil A. Younker & Associates's portfolio in Q1 2026, its #25 holding.
Phil A. Younker & Associates first reported a position in Alaska Air in Q4 2025 and has held it in 2 quarters since.
449 funds tracked by Wall St. Rank held Alaska Air as of Q1 2026.

Based on Phil A. Younker & Associates's 13F filing for Q1 2026, filed 17 Apr 2026.