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 Q3	$1.23M	Sell	6,498 -50	-0.8%	-$10K	0.63%	44
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

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

Cetera Trust Company's ATI Position: Q3 2026 in Review

Cetera Trust Company reduced its ATI (ATI) stake by 0.76% in Q3 2026, selling an estimated $10K and leaving 6,498 shares worth $1.23M. The position accounts for 0.63% of the portfolio, ranked #44.

Cetera Trust Company first reported a position in ATI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.29M in Q2 2026. 585 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

Cetera Trust Company held 6,498 shares of ATI worth $1.23M as of Q3 2026.
Cetera Trust Company sold 50 ATI shares in Q3 2026, an estimated $10K.
ATI made up 0.63% of Cetera Trust Company's portfolio in Q3 2026, its #44 holding.
Cetera Trust Company first reported a position in ATI in Q4 2023 and has held it in 12 quarters since.
Cetera Trust Company's ATI position peaked at $1.29M in Q2 2026.
585 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.