True Wealth Design
ALKT icon

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
Q3 		$3.78K Sell
276
-217
-44% -$4.01K ﹤0.01% 1446
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
Fulcrum Equity Management
Fulcrum Equity Management Plano, Texas $126M AUM 32.55% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

True Wealth Design's ALKT Position: Q3 2026 in Review

True Wealth Design reduced its Alkami Technology (ALKT) stake by 44% in Q3 2026, selling an estimated $4.01K and leaving 276 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

True Wealth Design first reported a position in ALKT in Q3 2024 and has held it in 5 quarters since. The position peaked at $8.93K in Q2 2026. 25 funds tracked by Wall St. Rank hold ALKT as of Q3 2026.

  • True Wealth Design held 276 shares of Alkami Technology worth $3.78K as of Q3 2026.
  • True Wealth Design sold 217 Alkami Technology shares in Q3 2026, an estimated $4.01K.
  • Alkami Technology made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1446 holding.
  • True Wealth Design first reported a position in Alkami Technology in Q3 2024 and has held it in 5 quarters since.
  • True Wealth Design's Alkami Technology position peaked at $8.93K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Alkami Technology as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.