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Allworth Financial’s Alta Equipment Group ALTG Stock Holding History

Allworth Financial’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$822 Buy
153
+134
+705% +$851 ﹤0.01% 4622
2025
Q4 		$88 Buy
19
+10
+111% +$55 ﹤0.01% 4795
2025
Q3 		$66 Buy
+9
New +$70 ﹤0.01% 4720

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allworth Financial's ALTG Position: Q1 2026 in Review

Allworth Financial increased its Alta Equipment Group (ALTG) stake by 705% in Q1 2026, buying an estimated $851 and bringing the position to 153 shares worth $822. The position accounts for ﹤0.01% of the portfolio, ranked #4622.

Allworth Financial first reported a position in ALTG in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold ALTG as of Q1 2026.

  • Allworth Financial held 153 shares of Alta Equipment Group worth $822 as of Q1 2026.
  • Allworth Financial bought 134 Alta Equipment Group shares in Q1 2026, an estimated $851.
  • Alta Equipment Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4622 holding.
  • Allworth Financial first reported a position in Alta Equipment Group in Q3 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.