Annex Advisory Services’s ATI ATI Stock Holding History

Annex Advisory Services’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	–	Sell	-1,763	Closed	-$256K	–	361
2026 Q1	$256K	Buy	+1,763	New	+$245K	﹤0.01%	320

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

Annex Advisory Services's ATI Position: Q2 2026 in Review

Annex Advisory Services sold out of ATI (ATI) in Q2 2026, closing a stake of 1,763 shares — an estimated $256K sold.

Annex Advisory Services first reported a position in ATI in Q1 2026 and held it in 1 quarter. The position peaked at $256K in Q1 2026. 791 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Annex Advisory Services reported no remaining ATI position as of Q2 2026 after selling out during the quarter.
Annex Advisory Services sold 1,763 ATI shares in Q2 2026, an estimated $256K.
Annex Advisory Services first reported a position in ATI in Q1 2026 and held it in 1 quarter.
Annex Advisory Services's ATI position peaked at $256K in Q1 2026.
791 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.