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SBI Securities’s Alphatec Holdings ATEC Stock Holding History

SBI Securities’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
Q1 		– Sell
-150
Closed -$3.16K – 4029
2025
Q4 		$3.16K Buy
150
+148
+7,400% +$2.74K ﹤0.01% 2212
2025
Q3 		$29 Sell
2
-142
-99% -$1.98K ﹤0.01% 3836
2025
Q2 		$1.6K Hold
144
– – ﹤0.01% 2487
2025
Q1 		$1.46K Buy
144
+48
+50% +$515 ﹤0.01% 2427
2024
Q4 		$881 Buy
+96
New +$766 ﹤0.01% 2671

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SBI Securities's ATEC Position: Q1 2026 in Review

SBI Securities sold out of Alphatec Holdings (ATEC) in Q1 2026, closing a stake of 150 shares — an estimated $3.16K sold.

SBI Securities first reported a position in ATEC in Q4 2024 and held it in 5 quarters. The position peaked at $3.16K in Q4 2025. 285 funds tracked by Wall St. Rank hold ATEC as of Q1 2026.

  • SBI Securities reported no remaining Alphatec Holdings position as of Q1 2026 after selling out during the quarter.
  • SBI Securities sold 150 Alphatec Holdings shares in Q1 2026, an estimated $3.16K.
  • SBI Securities first reported a position in Alphatec Holdings in Q4 2024 and held it in 5 quarters.
  • SBI Securities's Alphatec Holdings position peaked at $3.16K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Alphatec Holdings as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.