Perigon Wealth Management
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Perigon Wealth Management’s ATI ATI Stock Holding History

Perigon Wealth Management’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 		$438K Buy
2,310
+54
+2% +$10.8K 0.01% 963
2026
Q2 		$445K Buy
2,256
+197
+10% +$33.4K 0.01% 944
2026
Q1 		$300K Sell
2,059
-231
-10% -$32.2K 0.01% 1019
2025
Q4 		$263K Buy
+2,290
New +$223K ﹤0.01% 1077

Other funds holding ATI

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mengis Capital Management
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Perigon Wealth Management's ATI Position: Q3 2026 in Review

Perigon Wealth Management increased its ATI (ATI) stake by 2.4% in Q3 2026, buying an estimated $10.8K and bringing the position to 2,310 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #963.

Perigon Wealth Management first reported a position in ATI in Q4 2025 and has held it in 4 quarters since. The position peaked at $445K in Q2 2026. 205 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Perigon Wealth Management held 2,310 shares of ATI worth $438K as of Q3 2026.
  • Perigon Wealth Management bought 54 ATI shares in Q3 2026, an estimated $10.8K.
  • ATI made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #963 holding.
  • Perigon Wealth Management first reported a position in ATI in Q4 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's ATI position peaked at $445K in Q2 2026.
  • 205 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.