TWD
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True Wealth Design’s Alkami Technology ALKT Stock Holding History

True Wealth Design’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 		$8.93K Buy
+493
New +$8.14K ﹤0.01% 1103
2025
Q2 		– Sell
-10
Closed -$263 – 2574
2025
Q1 		$263 Buy
10
+1
+11% +$31 ﹤0.01% 1835
2024
Q4 		$331 Hold
9
– – ﹤0.01% 1154
2024
Q3 		$284 Buy
+9
New +$284 ﹤0.01% 1168

Other funds holding ALKT

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SAM
Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

True Wealth Design's ALKT Position: Q2 2026 in Review

True Wealth Design opened a new position in Alkami Technology (ALKT) in Q2 2026: 493 shares worth $8.93K. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: True Wealth Design previously reported a position in ALKT as recently as Q1 2025.

True Wealth Design first reported a position in ALKT in Q3 2024 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • True Wealth Design held 493 shares of Alkami Technology worth $8.93K as of Q2 2026.
  • Alkami Technology was a new True Wealth Design position in Q2 2026.
  • Alkami Technology made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1103 holding.
  • True Wealth Design first reported a position in Alkami Technology in Q3 2024 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.