KF
ATI icon

Krilogy Financial’s ATI ATI Stock Holding History

Krilogy Financial’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 		$729K Buy
3,701
+191
+5% +$32.4K 0.02% 494
2026
Q1 		$547K Buy
3,510
+38
+1% +$5.29K 0.02% 551
2025
Q4 		$428K Buy
+3,472
New +$338K 0.01% 615

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 $3.37T AUM 44.26% 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

Krilogy Financial's ATI Position: Q2 2026 in Review

Krilogy Financial increased its ATI (ATI) stake by 5.4% in Q2 2026, buying an estimated $32.4K and bringing the position to 3,701 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #494.

Krilogy Financial first reported a position in ATI in Q4 2025 and has held it in 3 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Krilogy Financial held 3,701 shares of ATI worth $729K as of Q2 2026.
  • Krilogy Financial bought 191 ATI shares in Q2 2026, an estimated $32.4K.
  • ATI made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #494 holding.
  • Krilogy Financial first reported a position in ATI in Q4 2025 and has held it in 3 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.