Planning Strategies Inc.’s Alaska Air ALK Stock Holding History

Planning Strategies Inc.’s Portfolio ALK Stock Details ALK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$626	Buy	+12	New	+$513	﹤0.01%	821

Other funds holding ALK

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Planning Strategies Inc.'s ALK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Alaska Air (ALK) in Q2 2026: 12 shares worth $626. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings.

127 funds tracked by Wall St. Rank hold ALK as of Q2 2026.

Planning Strategies Inc. held 12 shares of Alaska Air worth $626 as of Q2 2026.
Alaska Air was a new Planning Strategies Inc. position in Q2 2026.
Alaska Air made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #821 holding.
127 funds tracked by Wall St. Rank held Alaska Air as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.