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LifeSteps Financial’s ATI ATI Stock Holding History

LifeSteps 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 		$24.2K Buy
+123
New +$20.9K 0.01% 282
2024
Q2 		– Sell
-200
Closed -$10.2K – 106
2024
Q1 		$10.2K Buy
+200
New +$9.04K 0.01% 293

Other funds holding ATI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LifeSteps Financial's ATI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in ATI (ATI) in Q2 2026: 123 shares worth $24.2K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in ATI as recently as Q1 2024.

LifeSteps Financial first reported a position in ATI in Q1 2024 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • LifeSteps Financial held 123 shares of ATI worth $24.2K as of Q2 2026.
  • ATI was a new LifeSteps Financial position in Q2 2026.
  • ATI made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #282 holding.
  • LifeSteps Financial first reported a position in ATI in Q1 2024 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.