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Bare Financial Services’s Alphatec Holdings ATEC Stock Holding History

Bare Financial Services’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
-24
Closed -$505 – 1743
2025
Q4 		$505 Buy
+24
New +$444 ﹤0.01% 1388

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Royal Bank of Canada
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BNP Paribas Asset Management
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State Street
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Geode Capital Management
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Nuveen
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Millennium Management
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bare Financial Services's ATEC Position: Q1 2026 in Review

Bare Financial Services sold out of Alphatec Holdings (ATEC) in Q1 2026, closing a stake of 24 shares — an estimated $505 sold.

Bare Financial Services first reported a position in ATEC in Q4 2025 and held it in 1 quarter. The position peaked at $505 in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • Bare Financial Services reported no remaining Alphatec Holdings position as of Q1 2026 after selling out during the quarter.
  • Bare Financial Services sold 24 Alphatec Holdings shares in Q1 2026, an estimated $505.
  • Bare Financial Services first reported a position in Alphatec Holdings in Q4 2025 and held it in 1 quarter.
  • Bare Financial Services's Alphatec Holdings position peaked at $505 in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.