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Keystone Financial Group (Kentucky)’s ATI ATI Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		$420K Buy
2,890
+15
+0.5% +$2.09K 0.03% 328
2025
Q4 		$330K Buy
2,875
+175
+6% +$17.1K 0.02% 330
2025
Q3 		$220K Sell
2,700
-150
-5% -$12.2K 0.02% 386
2025
Q2 		$246K Buy
+2,850
New +$195K 0.02% 360
2025
Q1 		– Sell
-3,950
Closed -$217K – 397
2024
Q4 		$217K Buy
3,950
+200
+5% +$11.8K 0.02% 351
2024
Q3 		$251K Hold
3,750
– – 0.03% 307
2024
Q2 		$208K Buy
+3,750
New +$210K 0.07% 153

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s ATI Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its ATI (ATI) stake by 0.52% in Q1 2026, buying an estimated $2.09K and bringing the position to 2,890 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #328.

Keystone Financial Group (Kentucky) first reported a position in ATI in Q2 2024 and has held it in 7 quarters since. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 2,890 shares of ATI worth $420K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 15 ATI shares in Q1 2026, an estimated $2.09K.
  • ATI made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #328 holding.
  • Keystone Financial Group (Kentucky) first reported a position in ATI in Q2 2024 and has held it in 7 quarters since.
  • 673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.