Institute for Wealth Management’s Atlanta Braves Holdings Series A BATRA Stock Holding History

Institute for Wealth Management’s Portfolio BATRA Stock Details BATRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.4K	Buy	+770	New	+$41K	﹤0.01%	907

Other funds holding BATRA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Institute for Wealth Management's BATRA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Atlanta Braves Holdings Series A (BATRA) in Q2 2026: 770 shares worth $43.4K. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings.

93 funds tracked by Wall St. Rank hold BATRA as of Q2 2026.

Institute for Wealth Management held 770 shares of Atlanta Braves Holdings Series A worth $43.4K as of Q2 2026.
Atlanta Braves Holdings Series A was a new Institute for Wealth Management position in Q2 2026.
Atlanta Braves Holdings Series A made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #907 holding.
93 funds tracked by Wall St. Rank held Atlanta Braves Holdings Series A as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.