Mark Sheptoff Financial Planning’s Atlanta Braves Holdings Series A BATRA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BATRA Stock Details BATRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.33K	Hold	100	–	–	﹤0.01%	432
2025 Q4	$4.25K	Hold	100	–	–	﹤0.01%	447
2025 Q3	$4.55K	Hold	100	–	–	﹤0.01%	420
2025 Q2	$4.92K	Hold	100	–	–	﹤0.01%	397
2025 Q1	$4.39K	Hold	100	–	–	﹤0.01%	384
2024 Q4	$4.08K	Hold	100	–	–	﹤0.01%	376
2024 Q3	$4.21K	Hold	100	–	–	﹤0.01%	373
2024 Q2	$4.13K	Hold	100	–	–	﹤0.01%	373
2024 Q1	$4.19K	Hold	100	–	–	﹤0.01%	340
2023 Q4	$4.28K	Hold	100	–	–	﹤0.01%	335
2023 Q3	$3.91K	Buy	+100	New	+$4.24K	﹤0.01%	317
2023 Q2	–	Sell	-100	Closed	-$3.46K	–	394
2023 Q1	$3.46K	Hold	100	–	–	﹤0.01%	323
2022 Q4	$3.27K	Hold	100	–	–	﹤0.01%	328
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	309
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	319
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	361
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	387
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	354
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	379
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	336
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	324
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	293
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	321
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	306
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	332
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	323
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	309
2019 Q1	$3K	Buy	+100	New	+$2.75K	﹤0.01%	310

Other funds holding BATRA

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

Mark Sheptoff Financial Planning's BATRA Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Atlanta Braves Holdings Series A (BATRA) position steady in Q1 2026 at 100 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Mark Sheptoff Financial Planning first reported a position in BATRA in Q1 2019 and has held it in 28 quarters since. 202 funds tracked by Wall St. Rank hold BATRA as of Q1 2026.

Mark Sheptoff Financial Planning held 100 shares of Atlanta Braves Holdings Series A worth $5.33K as of Q1 2026.
Mark Sheptoff Financial Planning left its Atlanta Braves Holdings Series A share count unchanged in Q1 2026.
Atlanta Braves Holdings Series A made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #432 holding.
Mark Sheptoff Financial Planning first reported a position in Atlanta Braves Holdings Series A in Q1 2019 and has held it in 28 quarters since.
202 funds tracked by Wall St. Rank held Atlanta Braves Holdings Series A as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.