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Wealth Enhancement Trust Services’s Alkami Technology ALKT Stock Holding History

Wealth Enhancement Trust Services’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 		$839K Hold
46,310
– – 0.09% 168
2026
Q1 		$726K Hold
46,310
– – 0.09% 182
2025
Q4 		$1.07M Buy
+46,310
New +$1.02M 0.14% 130

Other funds holding ALKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 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
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Wealth Enhancement Trust Services's ALKT Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Alkami Technology (ALKT) position steady in Q2 2026 at 46,310 shares worth $839K. The position accounts for 0.09% of the portfolio, ranked #168.

Wealth Enhancement Trust Services first reported a position in ALKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 106 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Wealth Enhancement Trust Services held 46,310 shares of Alkami Technology worth $839K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Alkami Technology share count unchanged in Q2 2026.
  • Alkami Technology made up 0.09% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #168 holding.
  • Wealth Enhancement Trust Services first reported a position in Alkami Technology in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Alkami Technology position peaked at $1.07M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.