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

Truist 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 		$139K Sell
16,050
-10,516
-40% -$95.8K ﹤0.01% 2829
2026
Q1 		$289K Sell
26,566
-2,945
-10% -$42.9K ﹤0.01% 2413
2025
Q4 		$621K Sell
29,511
-5,047
-15% -$93.4K ﹤0.01% 1919
2025
Q3 		$502K Buy
34,558
+15,057
+77% +$210K ﹤0.01% 2036
2025
Q2 		$216K Buy
+19,501
New +$224K ﹤0.01% 2381
2020
Q2 		– Sell
-13,883
Closed -$48K – 2413
2020
Q1 		$48K Sell
13,883
-11,049
-44% -$63.5K ﹤0.01% 2304
2019
Q4 		$177K Buy
+24,932
New +$160K ﹤0.01% 2369

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

Truist Financial's ATEC Position: Q2 2026 in Review

Truist Financial reduced its Alphatec Holdings (ATEC) stake by 40% in Q2 2026, selling an estimated $95.8K and leaving 16,050 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #2829.

Truist Financial first reported a position in ATEC in Q4 2019 and has held it in 7 quarters since. The position peaked at $621K in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Truist Financial held 16,050 shares of Alphatec Holdings worth $139K as of Q2 2026.
  • Truist Financial sold 10,516 Alphatec Holdings shares in Q2 2026, an estimated $95.8K.
  • Alphatec Holdings made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2829 holding.
  • Truist Financial first reported a position in Alphatec Holdings in Q4 2019 and has held it in 7 quarters since.
  • Truist Financial's Alphatec Holdings position peaked at $621K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.