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Bay Harbor Wealth Management’s ATI ATI Stock Holding History

Bay Harbor Wealth Management’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 		$5.13K Buy
26
+3
+13% +$509 ﹤0.01% 420
2026
Q1 		$3.35K Buy
23
+12
+109% +$1.67K ﹤0.01% 433
2025
Q4 		$1.26K Buy
11
+5
+83% +$487 ﹤0.01% 573
2025
Q3 		$488 Buy
6
+1
+20% +$81 ﹤0.01% 739
2025
Q2 		$431 Buy
5
+1
+25% +$68 ﹤0.01% 693
2025
Q1 		$208 Buy
+4
New +$227 ﹤0.01% 657

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 $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's ATI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its ATI (ATI) stake by 13% in Q2 2026, buying an estimated $509 and bringing the position to 26 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Bay Harbor Wealth Management first reported a position in ATI in Q1 2025 and has held it in 6 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Bay Harbor Wealth Management held 26 shares of ATI worth $5.13K as of Q2 2026.
  • Bay Harbor Wealth Management bought 3 ATI shares in Q2 2026, an estimated $509.
  • ATI made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Bay Harbor Wealth Management first reported a position in ATI in Q1 2025 and has held it in 6 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.