Rise Advisors’s Alaska Air ALK Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-11	Closed	-$548	–	151
2025 Q3	$548	Hold	11	–	–	﹤0.01%	1392
2025 Q2	$544	Buy	+11	New	+$534	﹤0.01%	1393

Other funds holding ALK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rise Advisors's ALK Position: Q4 2025 in Review

Rise Advisors sold out of Alaska Air (ALK) in Q4 2025, closing a stake of 11 shares — an estimated $548 sold.

Rise Advisors first reported a position in ALK in Q2 2025 and held it in 2 quarters. The position peaked at $548 in Q3 2025. 467 funds tracked by Wall St. Rank hold ALK as of Q4 2025.

Rise Advisors reported no remaining Alaska Air position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 11 Alaska Air shares in Q4 2025, an estimated $548.
Rise Advisors first reported a position in Alaska Air in Q2 2025 and held it in 2 quarters.
Rise Advisors's Alaska Air position peaked at $548 in Q3 2025.
467 funds tracked by Wall St. Rank held Alaska Air as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.