Krilogy Financial
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
Q3 		$709K Buy
3,773
+72
+2% +$14.4K 0.02% 539
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

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mengis Capital Management
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Krilogy Financial's ATI Position: Q3 2026 in Review

Krilogy Financial increased its ATI (ATI) stake by 1.9% in Q3 2026, buying an estimated $14.4K and bringing the position to 3,773 shares worth $709K. The position accounts for 0.02% of the portfolio, ranked #539.

Krilogy Financial first reported a position in ATI in Q4 2025 and has held it in 4 quarters since. The position peaked at $729K in Q2 2026. 178 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Krilogy Financial held 3,773 shares of ATI worth $709K as of Q3 2026.
  • Krilogy Financial bought 72 ATI shares in Q3 2026, an estimated $14.4K.
  • ATI made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #539 holding.
  • Krilogy Financial first reported a position in ATI in Q4 2025 and has held it in 4 quarters since.
  • Krilogy Financial's ATI position peaked at $729K in Q2 2026.
  • 178 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.