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
Q2 		$408K Sell
47,174
-25,942
-35% -$236K ﹤0.01% 3105
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

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 $3.37T AUM 44.26% 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

Stifel Financial's ATEC Position: Q2 2026 in Review

Stifel Financial reduced its Alphatec Holdings (ATEC) stake by 35% in Q2 2026, selling an estimated $236K and leaving 47,174 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #3105.

Stifel Financial first reported a position in ATEC in Q1 2014 and has held it in 17 quarters since. The position peaked at $1.95M in Q1 2024. 268 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Stifel Financial held 47,174 shares of Alphatec Holdings worth $408K as of Q2 2026.
  • Stifel Financial sold 25,942 Alphatec Holdings shares in Q2 2026, an estimated $236K.
  • Alphatec Holdings made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3105 holding.
  • Stifel Financial first reported a position in Alphatec Holdings in Q1 2014 and has held it in 17 quarters since.
  • Stifel Financial's Alphatec Holdings position peaked at $1.95M in Q1 2024.
  • 268 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.