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 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 $2.15B AUM 35.02% 1-Year Est. Return

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return