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Sunrise Financial Services’s Alaska Air ALK Stock Holding History

Sunrise Financial 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 		$76.9K Hold
1,474
– – 0.05% 93
2026
Q1 		$54.2K Hold
1,474
– – 0.04% 110
2025
Q4 		$74.1K Buy
+1,474
New +$68.1K 0.06% 85

Other funds holding ALK

BlackRock
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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

Sunrise Financial Services's ALK Position: Q2 2026 in Review

Sunrise Financial Services held its Alaska Air (ALK) position steady in Q2 2026 at 1,474 shares worth $76.9K. The position accounts for 0.05% of the portfolio, ranked #93.

Sunrise Financial Services first reported a position in ALK in Q4 2025 and has held it in 3 quarters since. 488 funds tracked by Wall St. Rank hold ALK as of Q2 2026.

  • Sunrise Financial Services held 1,474 shares of Alaska Air worth $76.9K as of Q2 2026.
  • Sunrise Financial Services left its Alaska Air share count unchanged in Q2 2026.
  • Alaska Air made up 0.05% of Sunrise Financial Services's portfolio in Q2 2026, its #93 holding.
  • Sunrise Financial Services first reported a position in Alaska Air in Q4 2025 and has held it in 3 quarters since.
  • 488 funds tracked by Wall St. Rank held Alaska Air as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.