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CFG Wealth Management Services’s ATI ATI Stock Holding History

CFG Wealth Management Services’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 		– Sell
-720
Closed -$105K – 89
2026
Q1 		$105K Hold
720
– – 0.1% 69
2025
Q4 		$82.6K Buy
+720
New +$70.2K 0.08% 73

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

CFG Wealth Management Services's ATI Position: Q2 2026 in Review

CFG Wealth Management Services sold out of ATI (ATI) in Q2 2026, closing a stake of 720 shares — an estimated $105K sold.

CFG Wealth Management Services first reported a position in ATI in Q4 2025 and held it in 2 quarters. The position peaked at $105K in Q1 2026. 789 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • CFG Wealth Management Services reported no remaining ATI position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 720 ATI shares in Q2 2026, an estimated $105K.
  • CFG Wealth Management Services first reported a position in ATI in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's ATI position peaked at $105K in Q1 2026.
  • 789 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.