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Ballentine Partners’s ATI ATI Stock Holding History

Ballentine Partners’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 		$731K Buy
3,708
+101
+3% +$17.1K 0.01% 440
2026
Q1 		$525K Buy
3,607
+74
+2% +$10.3K 0.01% 513
2025
Q4 		$405K Buy
3,533
+186
+6% +$18.1K 0.01% 585
2025
Q3 		$272K Sell
3,347
-114
-3% -$9.24K ﹤0.01% 769
2025
Q2 		$299K Buy
+3,461
New +$237K ﹤0.01% 691
2024
Q2 		– Sell
-21,456
Closed -$1.1M – 758
2024
Q1 		$1.1M Sell
21,456
-2,741
-11% -$124K 0.02% 225
2023
Q4 		$1.1M Buy
+24,197
New +$1M 0.02% 218

Other funds holding ATI

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
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
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners's ATI Position: Q2 2026 in Review

Ballentine Partners increased its ATI (ATI) stake by 2.8% in Q2 2026, buying an estimated $17.1K and bringing the position to 3,708 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #440.

Ballentine Partners first reported a position in ATI in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2023. 95 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Ballentine Partners held 3,708 shares of ATI worth $731K as of Q2 2026.
  • Ballentine Partners bought 101 ATI shares in Q2 2026, an estimated $17.1K.
  • ATI made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #440 holding.
  • Ballentine Partners first reported a position in ATI in Q4 2023 and has held it in 7 quarters since.
  • Ballentine Partners's ATI position peaked at $1.1M in Q4 2023.
  • 95 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.