AF
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Allworth Financial’s ATI ATI Stock Holding History

Allworth 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 		$560K Buy
2,840
+385
+16% +$65.3K ﹤0.01% 942
2026
Q1 		$357K Buy
2,455
+818
+50% +$114K ﹤0.01% 1102
2025
Q4 		$188K Buy
1,637
+1,103
+207% +$107K ﹤0.01% 1372
2025
Q3 		$43.4K Buy
534
+180
+51% +$14.6K ﹤0.01% 2198
2025
Q2 		$30.6K Buy
354
+19
+6% +$1.3K ﹤0.01% 2245
2025
Q1 		$17.6K Buy
335
+65
+24% +$3.69K ﹤0.01% 2157
2024
Q4 		$15.5K Sell
270
-3
-1% -$177 ﹤0.01% 2247
2024
Q3 		$18.3K Buy
273
+2
+0.7% +$124 ﹤0.01% 1980
2024
Q2 		$15.9K Sell
271
-3
-1% -$168 ﹤0.01% 2017
2024
Q1 		$14K Sell
274
-12
-4% -$543 ﹤0.01% 1964
2023
Q4 		$13K Buy
286
+104
+57% +$4.32K ﹤0.01% 1872
2023
Q3 		$7.49K Buy
182
+78
+75% +$3.47K ﹤0.01% 1951
2023
Q2 		$4.6K Hold
104
– – ﹤0.01% 2144
2023
Q1 		$4.1K Buy
104
+100
+2,500% +$3.78K ﹤0.01% 2117
2022
Q4 		$119 Hold
4
– – ﹤0.01% 2906
2022
Q3 		$0 Buy
+4
New +$111 ﹤0.01% 2650

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 $3.38T AUM 44.17% 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

Allworth Financial's ATI Position: Q2 2026 in Review

Allworth Financial increased its ATI (ATI) stake by 16% in Q2 2026, buying an estimated $65.3K and bringing the position to 2,840 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Allworth Financial first reported a position in ATI in Q3 2022 and has held it in 16 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Allworth Financial held 2,840 shares of ATI worth $560K as of Q2 2026.
  • Allworth Financial bought 385 ATI shares in Q2 2026, an estimated $65.3K.
  • ATI made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #942 holding.
  • Allworth Financial first reported a position in ATI in Q3 2022 and has held it in 16 quarters since.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.