SageView Advisory Group’s Bakkt Inc BKKT Stock Holding History

SageView Advisory Group’s Portfolio BKKT Stock Details BKKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3	Closed	-$31	–	805
2025 Q4	$31	Buy	+3	New	+$66	﹤0.01%	2576

Other funds holding BKKT

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

SageView Advisory Group's BKKT Position: Q1 2026 in Review

SageView Advisory Group sold out of Bakkt Inc (BKKT) in Q1 2026, closing a stake of 3 shares — an estimated $31 sold.

SageView Advisory Group first reported a position in BKKT in Q4 2025 and held it in 1 quarter. The position peaked at $31 in Q4 2025. 107 funds tracked by Wall St. Rank hold BKKT as of Q1 2026.

SageView Advisory Group reported no remaining Bakkt Inc position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3 Bakkt Inc shares in Q1 2026, an estimated $31.
SageView Advisory Group first reported a position in Bakkt Inc in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Bakkt Inc position peaked at $31 in Q4 2025.
107 funds tracked by Wall St. Rank held Bakkt Inc as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.