BPI
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BFC Planning, Inc.’s ATI ATI Stock Holding History

BFC Planning, Inc.’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
Q3 		$181K Buy
957
+664
+227% +$132K 0.01% 971
2026
Q2 		$57.8K Buy
293
+277
+1,731% +$47K ﹤0.01% 1486
2026
Q1 		$2.33K Hold
16
– – ﹤0.01% 2553
2025
Q4 		$1.84K Sell
16
-7
-30% -$682 ﹤0.01% 2657
2025
Q3 		$1.87K Buy
+23
New +$1.86K ﹤0.01% 2493

Other funds holding ATI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s ATI Position: Q3 2026 in Review

BFC Planning, Inc. increased its ATI (ATI) stake by 227% in Q3 2026, buying an estimated $132K and bringing the position to 957 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #971.

BFC Planning, Inc. first reported a position in ATI in Q3 2025 and has held it in 5 quarters since. 680 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • BFC Planning, Inc. held 957 shares of ATI worth $181K as of Q3 2026.
  • BFC Planning, Inc. bought 664 ATI shares in Q3 2026, an estimated $132K.
  • ATI made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #971 holding.
  • BFC Planning, Inc. first reported a position in ATI in Q3 2025 and has held it in 5 quarters since.
  • 680 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.