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COMPASS FINANCIAL MANAGEMENT LLC’s AtaiBeckley Inc ATAI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio ATAI Stock Details ATAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$790 Buy
+150
New +$631 ﹤0.01% 1390

Other funds holding ATAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EHI
Eagle Health Investments Greenwich, Connecticut $603M AUM 111.06% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ATAI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in AtaiBeckley Inc (ATAI) in Q2 2026: 150 shares worth $790. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings.

141 funds tracked by Wall St. Rank hold ATAI as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 150 shares of AtaiBeckley Inc worth $790 as of Q2 2026.
  • AtaiBeckley Inc was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • AtaiBeckley Inc made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1390 holding.
  • 141 funds tracked by Wall St. Rank held AtaiBeckley Inc as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.