Action Point Financial Planning’s ATI ATI Stock Holding History

Action Point Financial Planning’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	$13.6K	Buy	+71	New	+$12K	﹤0.01%	1317

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's ATI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ATI (ATI) in Q2 2026: 71 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings.

789 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Action Point Financial Planning held 71 shares of ATI worth $13.6K as of Q2 2026.
ATI was a new Action Point Financial Planning position in Q2 2026.
ATI made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1317 holding.
789 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.