USA Financial Formulas
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USA Financial Formulas’s Allient ALNT Stock Holding History

USA Financial Formulas’s Portfolio ALNT Stock Details ALNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-221
Closed -$22.7K – 400
2026
Q2 		$22.7K Sell
221
-1,061
-83% -$81.9K ﹤0.01% 328
2026
Q1 		$75.8K Sell
1,282
-192
-13% -$12.1K 0.01% 186
2025
Q4 		$79.2K Sell
1,474
-963
-40% -$50.4K 0.01% 214
2025
Q3 		$109K Buy
+2,437
New +$104K 0.02% 191

Other funds holding ALNT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Lisanti Capital Growth
Lisanti Capital Growth New York $373M AUM 178.76% 1-Year Est. Return

USA Financial Formulas's ALNT Position: Q3 2026 in Review

USA Financial Formulas sold out of Allient (ALNT) in Q3 2026, closing a stake of 221 shares — an estimated $22.7K sold.

USA Financial Formulas first reported a position in ALNT in Q3 2025 and held it in 4 quarters. The position peaked at $109K in Q3 2025. 95 funds tracked by Wall St. Rank hold ALNT as of Q3 2026.

  • USA Financial Formulas reported no remaining Allient position as of Q3 2026 after selling out during the quarter.
  • USA Financial Formulas sold 221 Allient shares in Q3 2026, an estimated $22.7K.
  • USA Financial Formulas first reported a position in Allient in Q3 2025 and held it in 4 quarters.
  • USA Financial Formulas's Allient position peaked at $109K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Allient as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.