Private Wealth Management Group’s Alkami Technology ALKT Stock Holding History

Private Wealth Management Group’s Portfolio ALKT Stock Details ALKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-112	Closed	-$1.76K	–	1458
2026 Q1	$1.76K	Sell	112 -196	-64%	-$3.61K	﹤0.01%	1122
2025 Q4	$7.11K	Buy	308 +93	+43%	+$2.05K	﹤0.01%	633
2025 Q3	$5.34K	Sell	215 -62	-22%	-$1.58K	﹤0.01%	769
2025 Q2	$8.35K	Hold	277	–	–	﹤0.01%	551
2025 Q1	$7.27K	Hold	277	–	–	﹤0.01%	585
2024 Q4	$10.2K	Sell	277 -16	-5%	-$597	﹤0.01%	466
2024 Q3	$9.24K	Hold	293	–	–	﹤0.01%	475
2024 Q2	$8.35K	Hold	293	–	–	﹤0.01%	497
2024 Q1	$7.2K	Buy	293 +62	+27%	+$1.52K	﹤0.01%	508
2023 Q4	$5.6K	Buy	+231	New	+$4.82K	﹤0.01%	589

Other funds holding ALKT

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Private Wealth Management Group's ALKT Position: Q2 2026 in Review

Private Wealth Management Group sold out of Alkami Technology (ALKT) in Q2 2026, closing a stake of 112 shares — an estimated $1.76K sold.

Private Wealth Management Group first reported a position in ALKT in Q4 2023 and held it in 10 quarters. The position peaked at $10.2K in Q4 2024. 205 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

Private Wealth Management Group reported no remaining Alkami Technology position as of Q2 2026 after selling out during the quarter.
Private Wealth Management Group sold 112 Alkami Technology shares in Q2 2026, an estimated $1.76K.
Private Wealth Management Group first reported a position in Alkami Technology in Q4 2023 and held it in 10 quarters.
Private Wealth Management Group's Alkami Technology position peaked at $10.2K in Q4 2024.
205 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.