Raymond James Financial
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Raymond James Financial’s Alphatec Holdings ATEC Stock Holding History

Raymond James Financial’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
Q2 		$14.2M Buy
1,639,330
+634,027
+63% +$5.78M ﹤0.01% 1837
2026
Q1 		$11M Buy
1,005,303
+969,155
+2,681% +$14.1M ﹤0.01% 1940
2025
Q4 		$761K Buy
36,148
+17,732
+96% +$328K ﹤0.01% 3973
2025
Q3 		$268K Sell
18,416
-5,961
-24% -$83K ﹤0.01% 4475
2025
Q2 		$271K Sell
24,377
-1,120
-4% -$12.9K ﹤0.01% 4358
2025
Q1 		$259K Sell
25,497
-13,531
-35% -$145K ﹤0.01% 4291
2024
Q4 		$358K Buy
+39,028
New +$312K ﹤0.01% 4090

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Raymond James Financial's ATEC Position: Q2 2026 in Review

Raymond James Financial increased its Alphatec Holdings (ATEC) stake by 63% in Q2 2026, buying an estimated $5.78M and bringing the position to 1,639,330 shares worth $14.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Raymond James Financial first reported a position in ATEC in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Raymond James Financial held 1,639,330 shares of Alphatec Holdings worth $14.2M as of Q2 2026.
  • Raymond James Financial bought 634,027 Alphatec Holdings shares in Q2 2026, an estimated $5.78M.
  • Alphatec Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1837 holding.
  • Raymond James Financial first reported a position in Alphatec Holdings in Q4 2024 and has held it in 7 quarters since.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.