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AA Financial Advisors’s ATI ATI Stock Holding History

AA Financial Advisors’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Buy
+1,070
New +$181K 0.03% 223
2026
Q1 		– Sell
-2,033
Closed -$233K – 223
2025
Q4 		$233K Buy
+2,033
New +$198K 0.04% 197

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AA Financial Advisors's ATI Position: Q2 2026 in Review

AA Financial Advisors opened a new position in ATI (ATI) in Q2 2026: 1,070 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #223 among its holdings. This is a return to the name: AA Financial Advisors previously reported a position in ATI as recently as Q4 2025.

AA Financial Advisors first reported a position in ATI in Q4 2025 and has held it in 2 quarters since. The position peaked at $233K in Q4 2025. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • AA Financial Advisors held 1,070 shares of ATI worth $211K as of Q2 2026.
  • ATI was a new AA Financial Advisors position in Q2 2026.
  • ATI made up 0.03% of AA Financial Advisors's portfolio in Q2 2026, its #223 holding.
  • AA Financial Advisors first reported a position in ATI in Q4 2025 and has held it in 2 quarters since.
  • AA Financial Advisors's ATI position peaked at $233K in Q4 2025.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.