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Confluence Wealth Services’s ATI ATI Stock Holding History

Confluence Wealth 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 		$901K Sell
4,572
-285
-6% -$48.3K 0.03% 243
2026
Q1 		$707K Sell
4,857
-245
-5% -$34.1K 0.03% 230
2025
Q4 		$586K Sell
5,102
-814
-14% -$79.3K 0.02% 246
2025
Q3 		$481K Buy
+5,916
New +$479K 0.02% 250
2022
Q1 		– Sell
-400
Closed -$6K – 310
2021
Q4 		$6K Buy
+400
New +$6.42K ﹤0.01% 1009

Other funds holding ATI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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)
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
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Confluence Wealth Services's ATI Position: Q2 2026 in Review

Confluence Wealth Services reduced its ATI (ATI) stake by 5.9% in Q2 2026, selling an estimated $48.3K and leaving 4,572 shares worth $901K. The position accounts for 0.03% of the portfolio, ranked #243.

Confluence Wealth Services first reported a position in ATI in Q4 2021 and has held it in 5 quarters since. 177 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Confluence Wealth Services held 4,572 shares of ATI worth $901K as of Q2 2026.
  • Confluence Wealth Services sold 285 ATI shares in Q2 2026, an estimated $48.3K.
  • ATI made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #243 holding.
  • Confluence Wealth Services first reported a position in ATI in Q4 2021 and has held it in 5 quarters since.
  • 177 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.