Jefferies Financial Group
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Jefferies Financial Group’s ATI ATI Stock Holding History

Jefferies Financial Group’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 		$1.44M Buy
+7,580
New +$1.51M 0.01% 666
2026
Q2 		– Sell
-11,571
Closed -$1.68M – 1657
2026
Q1 		$1.68M Sell
11,571
-11,782
-50% -$1.64M 0.01% 698
2025
Q4 		$2.68M Sell
23,353
-35,987
-61% -$3.51M 0.01% 686
2025
Q3 		$4.83M Buy
59,340
+1,275
+2% +$103K 0.02% 380
2025
Q2 		$5.01M Sell
58,065
-14,730
-20% -$1.01M 0.04% 298
2025
Q1 		$3.79M Sell
72,795
-15,805
-18% -$897K 0.03% 375
2024
Q4 		$4.88M Buy
88,600
+78,500
+777% +$4.63M 0.03% 373
2024
Q3 		$676K Sell
10,100
-37,300
-79% -$2.32M ﹤0.01% 897
2024
Q2 		$2.63M Buy
47,400
+5,700
+14% +$319K 0.03% 470
2024
Q1 		$2.13M Buy
+41,700
New +$1.89M 0.02% 571
2023
Q4 		– Sell
-184,230
Closed -$7.58M – 1688
2023
Q3 		$7.58M Buy
184,230
+34,230
+23% +$1.52M 0.07% 230
2023
Q2 		$6.63M Buy
150,000
+15,500
+12% +$593K 0.06% 287
2023
Q1 		$5.31M Buy
134,500
+550
+0.4% +$20.8K 0.04% 347
2022
Q4 		$4M Buy
+133,950
New +$3.92M 0.03% 457

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

Jefferies Financial Group's ATI Position: Q3 2026 in Review

Jefferies Financial Group opened a new position in ATI (ATI) in Q3 2026: 7,580 shares worth $1.44M. The stake represents 0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in ATI as recently as Q1 2026.

Jefferies Financial Group first reported a position in ATI in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.58M in Q3 2023. 680 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Jefferies Financial Group held 7,580 shares of ATI worth $1.44M as of Q3 2026.
  • ATI was a new Jefferies Financial Group position in Q3 2026.
  • ATI made up 0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #666 holding.
  • Jefferies Financial Group first reported a position in ATI in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's ATI position peaked at $7.58M in Q3 2023.
  • 680 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.