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J.W. Cole Advisors’s ATI ATI Stock Holding History

J.W. Cole 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 		$583K Buy
2,956
+865
+41% +$147K 0.01% 957
2026
Q1 		$304K Hold
2,091
– – 0.01% 623
2025
Q4 		$240K Sell
2,091
-400
-16% -$39K 0.01% 1212
2025
Q3 		$203K Buy
+2,491
New +$202K ﹤0.01% 1435

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
Retirement Systems of Alabama
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)
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
MCM
Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return

J.W. Cole Advisors's ATI Position: Q2 2026 in Review

J.W. Cole Advisors increased its ATI (ATI) stake by 41% in Q2 2026, buying an estimated $147K and bringing the position to 2,956 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #957.

J.W. Cole Advisors first reported a position in ATI in Q3 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • J.W. Cole Advisors held 2,956 shares of ATI worth $583K as of Q2 2026.
  • J.W. Cole Advisors bought 865 ATI shares in Q2 2026, an estimated $147K.
  • ATI made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #957 holding.
  • J.W. Cole Advisors first reported a position in ATI in Q3 2025 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.