Capital Advisors Ltd’s ATI ATI Stock Holding History

Capital Advisors Ltd’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 Q3	$7K	Hold	38	–	–	﹤0.01%	976
2026 Q2	$7K	Hold	38	–	–	﹤0.01%	901
2026 Q1	$6K	Hold	38	–	–	﹤0.01%	911
2025 Q4	$4K	Hold	38	–	–	﹤0.01%	958
2025 Q3	$3K	Hold	38	–	–	﹤0.01%	986
2025 Q2	$3K	Hold	38	–	–	﹤0.01%	984
2025 Q1	$2K	Hold	38	–	–	﹤0.01%	1029
2024 Q4	$2K	Hold	38	–	–	﹤0.01%	1046
2024 Q3	$3K	Hold	38	–	–	﹤0.01%	982
2024 Q2	$2K	Hold	38	–	–	﹤0.01%	1029
2024 Q1	$2K	Hold	38	–	–	﹤0.01%	1013
2023 Q4	$2K	Hold	38	–	–	﹤0.01%	987
2023 Q3	$2K	Hold	38	–	–	﹤0.01%	983
2023 Q2	$2K	Hold	38	–	–	﹤0.01%	989
2023 Q1	$1K	Hold	38	–	–	﹤0.01%	982
2022 Q4	$1K	Buy	38 +29	+322%	+$849	﹤0.01%	944
2022 Q3	$0	Buy	+9	New	+$251	﹤0.01%	1233

Other funds holding ATI

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Capital Advisors Ltd's ATI Position: Q3 2026 in Review

Capital Advisors Ltd held its ATI (ATI) position steady in Q3 2026 at 38 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Capital Advisors Ltd first reported a position in ATI in Q3 2022 and has held it in 17 quarters since. 587 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

Capital Advisors Ltd held 38 shares of ATI worth $7K as of Q3 2026.
Capital Advisors Ltd left its ATI share count unchanged in Q3 2026.
ATI made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #976 holding.
Capital Advisors Ltd first reported a position in ATI in Q3 2022 and has held it in 17 quarters since.
587 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.