Farther Finance Advisors
ALTG icon

Farther Finance Advisors’s Alta Equipment Group ALTG Stock Holding History

Farther Finance Advisors’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
Q3 		$9.06K Buy
1,491
+867
+139% +$5.54K ﹤0.01% 4679
2026
Q2 		$4.05K Buy
624
+106
+20% +$711 ﹤0.01% 4899
2026
Q1 		$2.72K Buy
518
+28
+6% +$178 ﹤0.01% 4771
2025
Q4 		$2.25K Sell
490
-5,095
-91% -$28K ﹤0.01% 4645
2025
Q3 		$40.4K Sell
5,585
-221
-4% -$1.72K ﹤0.01% 2569
2025
Q2 		$36.7K Buy
5,806
+5,385
+1,279% +$27.3K ﹤0.01% 2297
2025
Q1 		$1.92K Buy
+421
New +$2.63K ﹤0.01% 3411
2024
Q2 		– Sell
-16
Closed -$201 – 3819
2024
Q1 		$201 Buy
16
+13
+433% +$149 ﹤0.01% 3272
2023
Q4 		$37 Buy
+3
New +$32 ﹤0.01% 3412

Other funds holding ALTG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's ALTG Position: Q3 2026 in Review

Farther Finance Advisors increased its Alta Equipment Group (ALTG) stake by 139% in Q3 2026, buying an estimated $5.54K and bringing the position to 1,491 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #4679.

Farther Finance Advisors first reported a position in ALTG in Q4 2023 and has held it in 9 quarters since. The position peaked at $40.4K in Q3 2025. 9 funds tracked by Wall St. Rank hold ALTG as of Q3 2026.

  • Farther Finance Advisors held 1,491 shares of Alta Equipment Group worth $9.06K as of Q3 2026.
  • Farther Finance Advisors bought 867 Alta Equipment Group shares in Q3 2026, an estimated $5.54K.
  • Alta Equipment Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4679 holding.
  • Farther Finance Advisors first reported a position in Alta Equipment Group in Q4 2023 and has held it in 9 quarters since.
  • Farther Finance Advisors's Alta Equipment Group position peaked at $40.4K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Alta Equipment Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.