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Newbridge Financial Services Group’s ATI ATI Stock Holding History

Newbridge Financial Services 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 		$92.6K Buy
470
+424
+922% +$71.9K 0.01% 347
2026
Q1 		$6.69K Sell
46
-874
-95% -$122K ﹤0.01% 861
2025
Q4 		$106K Buy
+920
New +$89.7K 0.02% 315

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

Newbridge Financial Services Group's ATI Position: Q2 2026 in Review

Newbridge Financial Services Group increased its ATI (ATI) stake by 922% in Q2 2026, buying an estimated $71.9K and bringing the position to 470 shares worth $92.6K. The position accounts for 0.01% of the portfolio, ranked #347.

Newbridge Financial Services Group first reported a position in ATI in Q4 2025 and has held it in 3 quarters since. The position peaked at $106K in Q4 2025. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Newbridge Financial Services Group held 470 shares of ATI worth $92.6K as of Q2 2026.
  • Newbridge Financial Services Group bought 424 ATI shares in Q2 2026, an estimated $71.9K.
  • ATI made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #347 holding.
  • Newbridge Financial Services Group first reported a position in ATI in Q4 2025 and has held it in 3 quarters since.
  • Newbridge Financial Services Group's ATI position peaked at $106K in Q4 2025.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

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