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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Cetera Trust Company's ATI Position: Q1 2026 in Review

Cetera Trust Company held its ATI (ATI) position steady in Q1 2026 at 6,473 shares worth $942K. The position accounts for 0.53% of the portfolio, ranked #52.

Cetera Trust Company first reported a position in ATI in Q4 2023 and has held it in 10 quarters since. 674 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

  • Cetera Trust Company held 6,473 shares of ATI worth $942K as of Q1 2026.
  • Cetera Trust Company left its ATI share count unchanged in Q1 2026.
  • ATI made up 0.53% of Cetera Trust Company's portfolio in Q1 2026, its #52 holding.
  • Cetera Trust Company first reported a position in ATI in Q4 2023 and has held it in 10 quarters since.
  • 674 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.