Merit Financial Group
ATI icon

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
Q3 		$2.04M Buy
10,774
+1,039
+11% +$207K 0.01% 790
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 $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Merit Financial Group's ATI Position: Q3 2026 in Review

Merit Financial Group increased its ATI (ATI) stake by 11% in Q3 2026, buying an estimated $207K and bringing the position to 10,774 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #790.

Merit Financial Group first reported a position in ATI in Q4 2025 and has held it in 4 quarters since. 680 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Merit Financial Group held 10,774 shares of ATI worth $2.04M as of Q3 2026.
  • Merit Financial Group bought 1,039 ATI shares in Q3 2026, an estimated $207K.
  • ATI made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #790 holding.
  • Merit Financial Group first reported a position in ATI in Q4 2025 and has held it in 4 quarters since.
  • 680 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.