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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
Q2 		$483K Sell
2,450
-440
-15% -$74.6K 0.03% 336
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s ATI Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its ATI (ATI) stake by 15% in Q2 2026, selling an estimated $74.6K and leaving 2,450 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #336.

Keystone Financial Group (Kentucky) first reported a position in ATI in Q2 2024 and has held it in 8 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 2,450 shares of ATI worth $483K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 440 ATI shares in Q2 2026, an estimated $74.6K.
  • ATI made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #336 holding.
  • Keystone Financial Group (Kentucky) first reported a position in ATI in Q2 2024 and has held it in 8 quarters since.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.