Raymond James Financial
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Raymond James Financial’s Alta Equipment Group ALTG Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-5,616
Closed -$35.5K – 5013
2025
Q2 		$35.5K Buy
+5,616
New +$28.4K ﹤0.01% 5318

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Vanguard Group
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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
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CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Raymond James Financial's ALTG Position: Q3 2025 in Review

Raymond James Financial sold out of Alta Equipment Group (ALTG) in Q3 2025, closing a stake of 5,616 shares — an estimated $35.5K sold.

Raymond James Financial first reported a position in ALTG in Q2 2025 and held it in 1 quarter. The position peaked at $35.5K in Q2 2025. 132 funds tracked by Wall St. Rank hold ALTG as of Q3 2025.

  • Raymond James Financial reported no remaining Alta Equipment Group position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 5,616 Alta Equipment Group shares in Q3 2025, an estimated $35.5K.
  • Raymond James Financial first reported a position in Alta Equipment Group in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Alta Equipment Group position peaked at $35.5K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.