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Peak shares owned by Align Financial

Quarter-by-quarter ownership of Peak (DOC) shares owned by Align Financial from 13F filings

Historical chart of Align Financial investment in Peak

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All positions including Peak held by Align Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Align Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $705 43 16.42

More positions owned by Align Financial

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Avantis Core Fixed Income Etf Etf (AVIG)
Vanguard Value Etf Etf (VTV)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Total Bond Market Etf Etf (BND)
Avantis Core Municipal Fixed Income Etf Etf (AVMU)
Dimensional U.s. Equity Market Etf Etf (DFUS)

View all positions for Align Financial

Top funds holding Peak

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Hanna Zanoni
Invesco
Geode Capital Management
Principal Financial Group
Bank of New York Mellon
Charles Schwab Investment Management
Dimensional Fund Advisors
FMR
Cullen Capital Management
Northern Trust

View all funds holding Peak