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Atria Wealth Solutions’s BK Technologies BKTI Stock Holding History

Atria Wealth Solutions’s Portfolio BKTI Stock Details BKTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-56,955
Closed -$2.23M – 1506
2025
Q1 		$2.23M Sell
56,955
-22,930
-29% -$726K 0.03% 594
2024
Q4 		$2.74M Sell
79,885
-6,700
-8% -$204K 0.03% 535
2024
Q3 		$1.88M Sell
86,585
-45,577
-34% -$783K 0.02% 664
2024
Q2 		$1.69M Sell
132,162
-1,140
-0.9% -$15.6K 0.02% 688
2024
Q1 		$1.95M Sell
133,302
-39,832
-23% -$494K 0.02% 651
2023
Q4 		$2.12M Sell
173,134
-11,378
-6% -$147K 0.03% 587
2023
Q3 		$2.29M Sell
184,512
-12,818
-6% -$163K 0.03% 513
2023
Q2 		$3.27M Sell
197,330
-3,709
-2% -$52K 0.04% 411
2023
Q1 		$2.86M Sell
201,039
-40
-0% -$664 0.04% 417
2022
Q4 		$3.34M Buy
201,079
+200
+0.1% +$2.6K 0.05% 353
2022
Q3 		$2.42M Hold
200,879
– – 0.04% 413
2022
Q2 		$2.66M Sell
200,879
-1,000
-0.5% -$12.2K 0.05% 366
2022
Q1 		$2.57M Buy
+201,879
New +$2.52M 0.04% 409

Other funds holding BKTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Atria Wealth Solutions's BKTI Position: Q2 2025 in Review

Atria Wealth Solutions sold out of BK Technologies (BKTI) in Q2 2025, closing a stake of 56,955 shares — an estimated $2.23M sold.

Atria Wealth Solutions first reported a position in BKTI in Q1 2022 and held it in 13 quarters. The position peaked at $3.34M in Q4 2022. 67 funds tracked by Wall St. Rank hold BKTI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining BK Technologies position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 56,955 BK Technologies shares in Q2 2025, an estimated $2.23M.
  • Atria Wealth Solutions first reported a position in BK Technologies in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's BK Technologies position peaked at $3.34M in Q4 2022.
  • 67 funds tracked by Wall St. Rank held BK Technologies as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.