Concurrent Investment Advisors’s ATI ATI Stock Holding History

Concurrent Investment Advisors’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	$1.34M	Buy	6,808 +605	+10%	+$103K	0.01%	871
2026 Q1	$902K	Buy	6,203 +693	+13%	+$96.5K	0.01%	915
2025 Q4	$632K	Buy	5,510 +1,275	+30%	+$124K	0.01%	1044
2025 Q3	$344K	Buy	4,235 +35	+0.8%	+$2.84K	0.01%	1094
2025 Q2	$363K	Hold	4,200	–	–	0.01%	974
2025 Q1	$219K	Sell	4,200 -3	-0.1%	-$170	0.01%	1084
2024 Q4	$231K	Buy	4,203 +3	+0.1%	+$177	0.01%	935
2024 Q3	$281K	Hold	4,200	–	–	0.01%	805
2024 Q2	$233K	Hold	4,200	–	–	0.01%	818
2024 Q1	$215K	Buy	+4,200	New	+$190K	0.01%	786

Other funds holding ATI

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return

Concurrent Investment Advisors's ATI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its ATI (ATI) stake by 9.8% in Q2 2026, buying an estimated $103K and bringing the position to 6,808 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #871.

Concurrent Investment Advisors first reported a position in ATI in Q1 2024 and has held it in 10 quarters since. 221 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Concurrent Investment Advisors held 6,808 shares of ATI worth $1.34M as of Q2 2026.
Concurrent Investment Advisors bought 605 ATI shares in Q2 2026, an estimated $103K.
ATI made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #871 holding.
Concurrent Investment Advisors first reported a position in ATI in Q1 2024 and has held it in 10 quarters since.
221 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.