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Beacon Pointe Advisors’s ATI ATI Stock Holding History

Beacon Pointe Advisors’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 		$331K Sell
1,680
-1,972
-54% -$334K ﹤0.01% 1549
2026
Q1 		$531K Buy
+3,652
New +$509K ﹤0.01% 1267

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

Beacon Pointe Advisors's ATI Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its ATI (ATI) stake by 54% in Q2 2026, selling an estimated $334K and leaving 1,680 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Beacon Pointe Advisors first reported a position in ATI in Q1 2026 and has held it in 2 quarters since. The position peaked at $531K in Q1 2026. 791 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Beacon Pointe Advisors held 1,680 shares of ATI worth $331K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,972 ATI shares in Q2 2026, an estimated $334K.
  • ATI made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1549 holding.
  • Beacon Pointe Advisors first reported a position in ATI in Q1 2026 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's ATI position peaked at $531K in Q1 2026.
  • 791 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.