Stifel Financial
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Stifel Financial’s Alphatec Holdings ATEC Stock Holding History

Stifel 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
Q1 		$796K Buy
73,116
+15,074
+26% +$219K ﹤0.01% 2583
2025
Q4 		$1.22M Sell
58,042
-3,469
-6% -$64.2K ﹤0.01% 2305
2025
Q3 		$894K Sell
61,511
-10,705
-15% -$149K ﹤0.01% 2460
2025
Q2 		$802K Buy
72,216
+6,835
+10% +$78.5K ﹤0.01% 2480
2025
Q1 		$663K Sell
65,381
-88,786
-58% -$953K ﹤0.01% 2500
2024
Q4 		$1.42M Sell
154,167
-24,535
-14% -$196K ﹤0.01% 2023
2024
Q3 		$994K Buy
178,702
+29,411
+20% +$226K ﹤0.01% 2231
2024
Q2 		$1.56M Buy
149,291
+7,738
+5% +$90.1K ﹤0.01% 1894
2024
Q1 		$1.95M Buy
141,553
+51,153
+57% +$759K ﹤0.01% 1739
2023
Q4 		$1.37M Buy
90,400
+17,641
+24% +$211K ﹤0.01% 1938
2023
Q3 		$944K Buy
72,759
+48,503
+200% +$760K ﹤0.01% 2081
2023
Q2 		$436K Buy
24,256
+13,073
+117% +$204K ﹤0.01% 2601
2023
Q1 		$174K Buy
+11,183
New +$158K ﹤0.01% 3081
2018
Q3 		– Sell
-16,500
Closed -$49K – 2750
2018
Q2 		$49K Buy
+16,500
New +$58.5K ﹤0.01% 2671
2014
Q3 		– Sell
-2,813
Closed -$55K – 2224
2014
Q2 		$55K Buy
2,813
+740
+36% +$12.4K ﹤0.01% 2136
2014
Q1 		$37K Buy
+2,073
New +$45.5K ﹤0.01% 2050

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BNP Paribas Asset Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return