UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in ALK — Alaska Air Group, Inc.

CIK 1463217 IRVING, TX

Position in ALK

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$414,102

+$88,857 QoQ

Shares Held

7,933

-10.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#256

of 486 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $5,969,777 across 6 Airlines names. ALK ranks #6 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	22,651	$2,121,492
2	UAL	United Airlines Holdings, Inc.	13,445	$1,828,385
3	LUV	Southwest Airlines Co	13,473	$692,781
4	AAL	American Airlines Group Inc.	26,619	$481,005
5	RYAAY	Ryanair Holdings PLC	6,672	$432,012
6	ALK	Alaska Air Group, Inc. This page	7,933	$414,102

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$414,102	7,933	-10.3%	Shares	Defined	2026-08-17
2026-03-31	$325,245	8,843	+0.4%	Shares	Defined	2026-05-15
2025-12-31	$443,243	8,812	+6.0%	Shares	Defined	2026-02-17
2025-09-30	$413,771	8,312	-0.5%	Shares	Defined	2025-11-14
2025-06-30	$413,207	8,351	+48.1%	Shares	Defined	2025-08-11
2022-09-30	$220,727	5,638	+9.9%	Shares	Defined	2022-11-14
2022-03-31	$297,591	5,130	-27.9%	Shares	Defined	2022-05-16
2021-12-31	$370,743	7,116	+0.1%	Shares	Defined	2022-02-14
2021-09-30	$416,411	7,106	+0.9%	Shares	Defined	2021-11-15
2021-06-30	$424,944	7,046	+10.6%	Shares	Defined	2021-08-13
2021-03-31	$440,936	6,371	+11.9%	Shares	Defined	2021-05-14
2020-12-31	$296,088	5,694	-0.8%	Shares	Defined	2021-02-17
2020-09-30	$210,219	5,739	—	Shares	Defined	2020-11-13
No filing history on record for this holder in this stock.