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Montag & Associates’s FTAI Aviation FTAI Stock Holding History

Montag & Associates’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-400
Closed -$78.7K – 961
2025
Q4 		$78.7K Hold
400
– – ﹤0.01% 533
2025
Q3 		$66.7K Sell
400
-200
-33% -$28.4K ﹤0.01% 543
2025
Q2 		$69K Hold
600
– – ﹤0.01% 525
2025
Q1 		$66.6K Hold
600
– – ﹤0.01% 558
2024
Q4 		$86.4K Hold
600
– – ﹤0.01% 522
2024
Q3 		$79.7K Buy
+600
New +$68K ﹤0.01% 539

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Montag & Associates's FTAI Position: Q1 2026 in Review

Montag & Associates sold out of FTAI Aviation (FTAI) in Q1 2026, closing a stake of 400 shares — an estimated $78.7K sold.

Montag & Associates first reported a position in FTAI in Q3 2024 and held it in 6 quarters. The position peaked at $86.4K in Q4 2024. 616 funds tracked by Wall St. Rank hold FTAI as of Q1 2026.

  • Montag & Associates reported no remaining FTAI Aviation position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 400 FTAI Aviation shares in Q1 2026, an estimated $78.7K.
  • Montag & Associates first reported a position in FTAI Aviation in Q3 2024 and held it in 6 quarters.
  • Montag & Associates's FTAI Aviation position peaked at $86.4K in Q4 2024.
  • 616 funds tracked by Wall St. Rank held FTAI Aviation as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.