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Advisornet Financial’s ATI ATI Stock Holding History

Advisornet Financial’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 		$305K Buy
1,547
+248
+19% +$42K 0.01% 532
2026
Q1 		$189K Buy
1,299
+1,295
+32,375% +$180K 0.01% 628
2025
Q4 		$459 Hold
4
– – ﹤0.01% 2103
2025
Q3 		$325 Hold
4
– – ﹤0.01% 2114
2025
Q2 		$345 Buy
+4
New +$274 ﹤0.01% 2101
2024
Q1 		– Sell
-42
Closed -$1.91K – 2076
2023
Q4 		$1.91K Sell
42
-166
-80% -$6.89K ﹤0.01% 1724
2023
Q3 		$8.56K Sell
208
-33
-14% -$1.47K ﹤0.01% 1279
2023
Q2 		$10.7K Buy
241
+30
+14% +$1.15K ﹤0.01% 1303
2023
Q1 		$8.32K Buy
211
+4
+2% +$151 ﹤0.01% 1359
2022
Q4 		$6.18K Buy
207
+29
+16% +$849 ﹤0.01% 1421
2022
Q3 		$5K Hold
178
– – ﹤0.01% 1500
2022
Q2 		$4K Hold
178
– – ﹤0.01% 1531
2022
Q1 		$5K Hold
178
– – ﹤0.01% 1602
2021
Q4 		$3K Hold
178
– – ﹤0.01% 1728
2021
Q3 		$3K Hold
178
– – ﹤0.01% 1687
2021
Q2 		$4K Hold
178
– – ﹤0.01% 1592
2021
Q1 		$4K Sell
178
-10,740
-98% -$210K ﹤0.01% 1534
2020
Q4 		$183K Hold
10,918
– – 0.01% 524
2020
Q3 		$95K Sell
10,918
-9,480
-46% -$87.3K 0.01% 685
2020
Q2 		$208K Buy
20,398
+3,500
+21% +$30.3K 0.02% 488
2020
Q1 		$144K Buy
16,898
+12,040
+248% +$192K 0.01% 527
2019
Q4 		$100K Buy
4,858
+4,680
+2,629% +$101K 0.01% 676
2019
Q3 		$4K Hold
178
– – ﹤0.01% 1583
2019
Q2 		$4K Hold
178
– – ﹤0.01% 1422
2019
Q1 		$5K Hold
178
– – ﹤0.01% 1304
2018
Q4 		$4K Hold
178
– – ﹤0.01% 1258
2018
Q3 		$5K Sell
178
-41
-19% -$1.1K ﹤0.01% 1266
2018
Q2 		$6K Buy
219
+41
+23% +$1.11K ﹤0.01% 1243
2018
Q1 		$4K Hold
178
– – ﹤0.01% 1234
2017
Q4 		$4K Buy
+178
New +$4.24K ﹤0.01% 1120

Other funds holding ATI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Advisornet Financial's ATI Position: Q2 2026 in Review

Advisornet Financial increased its ATI (ATI) stake by 19% in Q2 2026, buying an estimated $42K and bringing the position to 1,547 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #532.

Advisornet Financial first reported a position in ATI in Q4 2017 and has held it in 30 quarters since. 161 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Advisornet Financial held 1,547 shares of ATI worth $305K as of Q2 2026.
  • Advisornet Financial bought 248 ATI shares in Q2 2026, an estimated $42K.
  • ATI made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #532 holding.
  • Advisornet Financial first reported a position in ATI in Q4 2017 and has held it in 30 quarters since.
  • 161 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.