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Amalgamated Bank’s Alphatec Holdings ATEC Stock Holding History

Amalgamated Bank’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,691
Closed -$78K – 1716
2025
Q4 		$78K Buy
3,691
+86
+2% +$1.59K ﹤0.01% 1734
2025
Q3 		$52K Hold
3,605
– – ﹤0.01% 1826
2025
Q2 		$40K Hold
3,605
– – ﹤0.01% 1883
2025
Q1 		$37K Buy
3,605
+458
+15% +$4.92K ﹤0.01% 1866
2024
Q4 		$29K Hold
3,147
– – ﹤0.01% 1986
2024
Q3 		$17K Hold
3,147
– – ﹤0.01% 2185
2024
Q2 		$33K Hold
3,147
– – ﹤0.01% 1957
2024
Q1 		$43K Sell
3,147
-6,573
-68% -$97.5K ﹤0.01% 1898
2023
Q4 		$147K Buy
9,720
+660
+7% +$7.89K ﹤0.01% 1886
2023
Q3 		$118K Hold
9,060
– – ﹤0.01% 1944
2023
Q2 		$163K Sell
9,060
-942
-9% -$14.7K ﹤0.01% 1894
2023
Q1 		$156K Sell
10,002
-1,252
-11% -$17.7K ﹤0.01% 1893
2022
Q4 		$139K Hold
11,254
– – ﹤0.01% 1991
2022
Q3 		$98K Buy
11,254
+368
+3% +$2.91K ﹤0.01% 2153
2022
Q2 		$71K Sell
10,886
-385
-3% -$3.55K ﹤0.01% 2318
2022
Q1 		$130K Sell
11,271
-940
-8% -$10.2K ﹤0.01% 2101
2021
Q4 		$140K Sell
12,211
-218
-2% -$2.57K ﹤0.01% 2026
2021
Q3 		$152K Sell
12,429
-307
-2% -$4.28K ﹤0.01% 2034
2021
Q2 		$195K Buy
+12,736
New +$196K ﹤0.01% 2035

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amalgamated Bank's ATEC Position: Q1 2026 in Review

Amalgamated Bank sold out of Alphatec Holdings (ATEC) in Q1 2026, closing a stake of 3,691 shares — an estimated $78K sold.

Amalgamated Bank first reported a position in ATEC in Q2 2021 and held it in 19 quarters. The position peaked at $195K in Q2 2021. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Amalgamated Bank reported no remaining Alphatec Holdings position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 3,691 Alphatec Holdings shares in Q1 2026, an estimated $78K.
  • Amalgamated Bank first reported a position in Alphatec Holdings in Q2 2021 and held it in 19 quarters.
  • Amalgamated Bank's Alphatec Holdings position peaked at $195K in Q2 2021.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.