PWPS
ALK icon

Pinnacle Wealth Planning Services’s Alaska Air ALK Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$121K Buy
2,324
+2,124
+1,062% +$90.7K 0.01% 762
2026
Q1 		$7.36K Buy
200
+18
+10% +$868 ﹤0.01% 2133
2025
Q4 		$9.15K Buy
+182
New +$8.41K ﹤0.01% 2044
2021
Q2 		– Sell
-2,936
Closed -$203K – 361
2021
Q1 		$203K Sell
2,936
-17
-0.6% -$1.02K 0.05% 303
2020
Q4 		$153K Buy
+2,953
New +$133K 0.04% 339

Other funds holding ALK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Pinnacle Wealth Planning Services's ALK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Alaska Air (ALK) stake by 1,062% in Q2 2026, buying an estimated $90.7K and bringing the position to 2,324 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #762.

Pinnacle Wealth Planning Services first reported a position in ALK in Q4 2020 and has held it in 5 quarters since. The position peaked at $203K in Q1 2021. 489 funds tracked by Wall St. Rank hold ALK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,324 shares of Alaska Air worth $121K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2,124 Alaska Air shares in Q2 2026, an estimated $90.7K.
  • Alaska Air made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #762 holding.
  • Pinnacle Wealth Planning Services first reported a position in Alaska Air in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Alaska Air position peaked at $203K in Q1 2021.
  • 489 funds tracked by Wall St. Rank held Alaska Air as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.