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Merit Financial Group’s ATI ATI Stock Holding History

Merit 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 		$1.92M Buy
9,735
+53
+0.5% +$8.98K 0.01% 771
2026
Q1 		$1.41M Buy
9,682
+3,900
+67% +$543K 0.01% 836
2025
Q4 		$664K Buy
+5,782
New +$563K 0.01% 1128

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

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

Merit Financial Group increased its ATI (ATI) stake by 0.55% in Q2 2026, buying an estimated $8.98K and bringing the position to 9,735 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #771.

Merit Financial Group 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.

  • Merit Financial Group held 9,735 shares of ATI worth $1.92M as of Q2 2026.
  • Merit Financial Group bought 53 ATI shares in Q2 2026, an estimated $8.98K.
  • ATI made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #771 holding.
  • Merit Financial Group 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.