CTC
ATI icon

Cetera Trust Company’s ATI ATI Stock Holding History

Cetera Trust Company’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 		$1.29M Buy
6,548
+75
+1% +$12.7K 0.65% 44
2026
Q1 		$942K Hold
6,473
– – 0.53% 52
2025
Q4 		$743K Sell
6,473
-700
-10% -$68.2K 0.4% 52
2025
Q3 		$583K Hold
7,173
– – 0.33% 61
2025
Q2 		$619K Buy
7,173
+375
+6% +$25.7K 0.37% 56
2025
Q1 		$354K Hold
6,798
– – 0.23% 76
2024
Q4 		$374K Sell
6,798
-175
-3% -$10.3K 0.24% 70
2024
Q3 		$467K Hold
6,973
– – 0.29% 64
2024
Q2 		$387K Sell
6,973
-25
-0.4% -$1.4K 0.24% 67
2024
Q1 		$358K Sell
6,998
-400
-5% -$18.1K 0.22% 75
2023
Q4 		$336K Buy
+7,398
New +$307K 0.21% 82

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

Cetera Trust Company's ATI Position: Q2 2026 in Review

Cetera Trust Company increased its ATI (ATI) stake by 1.2% in Q2 2026, buying an estimated $12.7K and bringing the position to 6,548 shares worth $1.29M. The position accounts for 0.65% of the portfolio, ranked #44.

Cetera Trust Company first reported a position in ATI in Q4 2023 and has held it in 11 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Cetera Trust Company held 6,548 shares of ATI worth $1.29M as of Q2 2026.
  • Cetera Trust Company bought 75 ATI shares in Q2 2026, an estimated $12.7K.
  • ATI made up 0.65% of Cetera Trust Company's portfolio in Q2 2026, its #44 holding.
  • Cetera Trust Company first reported a position in ATI in Q4 2023 and has held it in 11 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.