KAS
ATI icon

Kestra Advisory Services’s ATI ATI Stock Holding History

Kestra Advisory 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 		$857K Buy
4,348
+1,526
+54% +$259K ﹤0.01% 1950
2026
Q1 		$410K Buy
2,822
+630
+29% +$87.7K ﹤0.01% 2387
2025
Q4 		$252K Buy
+2,192
New +$214K ﹤0.01% 2689
2025
Q1 		– Sell
-3,721
Closed -$205K – 2762
2024
Q4 		$205K Sell
3,721
-848
-19% -$50K ﹤0.01% 2471
2024
Q3 		$306K Buy
4,569
+98
+2% +$6.08K ﹤0.01% 2076
2024
Q2 		$248K Buy
4,471
+132
+3% +$7.39K ﹤0.01% 2254
2024
Q1 		$222K Buy
+4,339
New +$196K ﹤0.01% 2206

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

Kestra Advisory Services's ATI Position: Q2 2026 in Review

Kestra Advisory Services increased its ATI (ATI) stake by 54% in Q2 2026, buying an estimated $259K and bringing the position to 4,348 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Kestra Advisory Services first reported a position in ATI in Q1 2024 and has held it in 7 quarters since. 217 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Kestra Advisory Services held 4,348 shares of ATI worth $857K as of Q2 2026.
  • Kestra Advisory Services bought 1,526 ATI shares in Q2 2026, an estimated $259K.
  • ATI made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1950 holding.
  • Kestra Advisory Services first reported a position in ATI in Q1 2024 and has held it in 7 quarters since.
  • 217 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.