CIBC Private Wealth Group’s Alta Equipment Group ALTG Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$563K	Sell	122,432 -349,846	-74%	-$1.92M	﹤0.01%	847
2025 Q3	$3.42M	Sell	472,278 -288,886	-38%	-$2.24M	0.01%	487
2025 Q2	$4.81M	Hold	761,164	–	–	0.01%	432
2025 Q1	$3.01M	Buy	761,164 +195,413	+35%	+$1.22M	0.01%	475
2024 Q4	$3.67M	Sell	565,751 -36,425	-6%	-$254K	0.01%	475
2024 Q3	$4.06M	Sell	602,176 -182,070	-23%	-$1.4M	0.01%	463
2024 Q2	$6.41M	Buy	784,246 +347,344	+80%	+$3.52M	0.01%	369
2024 Q1	$5.48M	Buy	436,902 +89,156	+26%	+$1.02M	0.01%	397
2023 Q4	$4.3M	Buy	347,746 +209,759	+152%	+$2.26M	0.01%	410
2023 Q3	$1.66M	Buy	+137,987	New	+$2.06M	﹤0.01%	526

Other funds holding ALTG

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group's ALTG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Alta Equipment Group (ALTG) stake by 74% in Q4 2025, selling an estimated $1.92M and leaving 122,432 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

CIBC Private Wealth Group first reported a position in ALTG in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.41M in Q2 2024. 115 funds tracked by Wall St. Rank hold ALTG as of Q4 2025.

CIBC Private Wealth Group held 122,432 shares of Alta Equipment Group worth $563K as of Q4 2025.
CIBC Private Wealth Group sold 349,846 Alta Equipment Group shares in Q4 2025, an estimated $1.92M.
Alta Equipment Group made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #847 holding.
CIBC Private Wealth Group first reported a position in Alta Equipment Group in Q3 2023 and has held it in 10 quarters since.
CIBC Private Wealth Group's Alta Equipment Group position peaked at $6.41M in Q2 2024.
115 funds tracked by Wall St. Rank held Alta Equipment Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.