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Larson Financial Group’s ATI ATI Stock Holding History

Larson Financial Group’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 		$33.7K Buy
171
+80
+88% +$13.6K ﹤0.01% 1714
2026
Q1 		$13.2K Buy
91
+11
+14% +$1.53K ﹤0.01% 2079
2025
Q4 		$9.18K Buy
80
+34
+74% +$3.31K ﹤0.01% 2163
2025
Q3 		$3.74K Sell
46
-28
-38% -$2.27K ﹤0.01% 2465
2025
Q2 		$6.39K Buy
74
+66
+825% +$4.52K ﹤0.01% 1993
2025
Q1 		$416 Hold
8
– – ﹤0.01% 2624
2024
Q4 		$440 Hold
8
– – ﹤0.01% 2233
2024
Q3 		$535 Hold
8
– – ﹤0.01% 2110
2024
Q2 		$444 Buy
+8
New +$448 ﹤0.01% 1870
2023
Q3 		– Sell
-128
Closed -$5.66K – 1710
2023
Q2 		$5.66K Hold
128
– – ﹤0.01% 1068
2023
Q1 		$5.05K Buy
+128
New +$4.83K ﹤0.01% 1083

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

Larson Financial Group's ATI Position: Q2 2026 in Review

Larson Financial Group increased its ATI (ATI) stake by 88% in Q2 2026, buying an estimated $13.6K and bringing the position to 171 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Larson Financial Group first reported a position in ATI in Q1 2023 and has held it in 11 quarters since. 791 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Larson Financial Group held 171 shares of ATI worth $33.7K as of Q2 2026.
  • Larson Financial Group bought 80 ATI shares in Q2 2026, an estimated $13.6K.
  • ATI made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1714 holding.
  • Larson Financial Group first reported a position in ATI in Q1 2023 and has held it in 11 quarters since.
  • 791 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.