Bank of America
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Bank of America’s Alta Equipment Group ALTG Stock Holding History

Bank of America’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 		$247K Sell
45,934
-16,708
-27% -$106K ﹤0.01% 5247
2025
Q4 		$288K Sell
62,642
-145,335
-70% -$798K ﹤0.01% 5173
2025
Q3 		$1.51M Buy
207,977
+37,816
+22% +$294K ﹤0.01% 5050
2025
Q2 		$1.08M Buy
170,161
+6,698
+4% +$33.9K ﹤0.01% 5258
2025
Q1 		$767K Sell
163,463
-24,350
-13% -$152K ﹤0.01% 5412
2024
Q4 		$1.23M Buy
187,813
+112,092
+148% +$781K ﹤0.01% 4848
2024
Q3 		$510K Buy
75,721
+39,407
+109% +$303K ﹤0.01% 5472
2024
Q2 		$292K Sell
36,314
-5,878
-14% -$59.5K ﹤0.01% 5680
2024
Q1 		$546K Buy
42,192
+12,204
+41% +$140K ﹤0.01% 5294
2023
Q4 		$371K Buy
29,988
+4,584
+18% +$49.5K ﹤0.01% 5712
2023
Q3 		$306K Buy
25,404
+13,674
+117% +$205K ﹤0.01% 5649
2023
Q2 		$203K Sell
11,730
-15,939
-58% -$235K ﹤0.01% 5814
2023
Q1 		$439K Buy
27,669
+6,654
+32% +$112K ﹤0.01% 5456
2022
Q4 		$277K Buy
21,015
+10,570
+101% +$127K ﹤0.01% 5743
2022
Q3 		$115K Sell
10,445
-9,544
-48% -$110K ﹤0.01% 6275
2022
Q2 		$180K Buy
19,989
+12,436
+165% +$136K ﹤0.01% 6163
2022
Q1 		$93K Sell
7,553
-16,978
-69% -$224K ﹤0.01% 6903
2021
Q4 		$359K Buy
24,531
+18,162
+285% +$267K ﹤0.01% 6132
2021
Q3 		$87K Sell
6,369
-1,288
-17% -$16.9K ﹤0.01% 6793
2021
Q2 		$102K Sell
7,657
-31,756
-81% -$434K ﹤0.01% 6514
2021
Q1 		$513K Buy
39,413
+29,820
+311% +$325K ﹤0.01% 5342
2020
Q4 		$95K Buy
9,593
+2,889
+43% +$25K ﹤0.01% 6010
2020
Q3 		$52K Sell
6,704
-2,993
-31% -$23.8K ﹤0.01% 5992
2020
Q2 		$76K Sell
9,697
-14,038
-59% -$86.8K ﹤0.01% 5794
2020
Q1 		$101K Buy
+23,735
New +$203K ﹤0.01% 5520

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

Bank of America's ALTG Position: Q1 2026 in Review

Bank of America reduced its Alta Equipment Group (ALTG) stake by 27% in Q1 2026, selling an estimated $106K and leaving 45,934 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #5247.

Bank of America first reported a position in ALTG in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.51M in Q3 2025. 125 funds tracked by Wall St. Rank hold ALTG as of Q1 2026.

  • Bank of America held 45,934 shares of Alta Equipment Group worth $247K as of Q1 2026.
  • Bank of America sold 16,708 Alta Equipment Group shares in Q1 2026, an estimated $106K.
  • Alta Equipment Group made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5247 holding.
  • Bank of America first reported a position in Alta Equipment Group in Q1 2020 and has held it in 25 quarters since.
  • Bank of America's Alta Equipment Group position peaked at $1.51M in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Alta Equipment Group as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.