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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

USA Financial Formulas's ALNT Position: Q2 2026 in Review

USA Financial Formulas reduced its Allient (ALNT) stake by 83% in Q2 2026, selling an estimated $81.9K and leaving 221 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

USA Financial Formulas first reported a position in ALNT in Q3 2025 and has held it in 4 quarters since. The position peaked at $109K in Q3 2025. 230 funds tracked by Wall St. Rank hold ALNT as of Q2 2026.

  • USA Financial Formulas held 221 shares of Allient worth $22.7K as of Q2 2026.
  • USA Financial Formulas sold 1,061 Allient shares in Q2 2026, an estimated $81.9K.
  • Allient made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #328 holding.
  • USA Financial Formulas first reported a position in Allient in Q3 2025 and has held it in 4 quarters since.
  • USA Financial Formulas's Allient position peaked at $109K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Allient as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.