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Equibles

Steward Partners Investment Advisory, LLC

Position in BKKT — Bakkt, Inc.

CIK 1723397 STAMFORD, CT
Back to BKKT Full portfolio

Position in BKKT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,874
+$1,028 QoQ
Shares Held
240
+108.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 98 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BKKT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $635,349,650 across 79 Software - Infrastructure names. BKKT ranks #67 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 999,760 $372,930,475
2 PANW
Palo Alto Networks Inc
 222,654 $75,929,467
3 CRWD
CrowdStrike Holdings, Inc.
 319,916 $61,035,174
4 ORCL
Oracle Corp
 233,556 $34,227,631
5 CRWV
CoreWeave, Inc.
 305,710 $30,430,373
6 PLTR
Palantir Technologies Inc.
 207,382 $24,195,257
7 SNPS
Synopsys Inc
 20,602 $9,189,934
8 FTNT
Fortinet, Inc.
 52,532 $8,069,965

All Filings in BKKT

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,874 240
2026-03-31 $846 115
2025-12-31 $1,154 115
2025-09-30 $673 20
2025-06-30 $279 20
2025-03-31 $173 20
2024-12-31 $495 20
2024-09-30 $191 20
2024-06-30 $378 20
2024-03-31 $230 500
2023-12-31 $1,115 500
2023-09-30 $585 500
2023-06-30 $615 500
2023-03-31 $860 500
2022-12-31 $595 500
2022-09-30 $3,420 1,500