Phoenix Financial’s TAT Technologies TATT Stock Holding History

Phoenix Financial’s Portfolio TATT Stock Details TATT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2M	Buy	251,246 +2,340	+0.9%	+$121K	0.1%	83
2025 Q4	$11.1M	Sell	248,906 -117,500	-32%	-$4.81M	0.12%	79
2025 Q3	$16.1M	Buy	366,406 +207,881	+131%	+$7.37M	0.2%	66
2025 Q2	$4.84M	Buy	+158,525	New	+$4.56M	0.06%	131
2024 Q1	–	Sell	-154,266	Closed	-$1.76M	–	469
2023 Q4	$1.76M	Hold	154,266	–	–	0.03%	198
2023 Q3	$1.33M	Hold	154,266	–	–	0.02%	214
2023 Q2	$1.15M	Hold	154,266	–	–	0.02%	203
2023 Q1	$952K	Hold	154,266	–	–	0.02%	189
2022 Q4	$818K	Hold	154,266	–	–	0.02%	198
2022 Q3	$955K	Hold	154,266	–	–	0.02%	198
2022 Q2	$879K	Hold	154,266	–	–	0.02%	237
2022 Q1	$985K	Hold	154,266	–	–	0.02%	259
2021 Q4	$973K	Hold	154,266	–	–	0.02%	246
2021 Q3	$899K	Hold	154,266	–	–	0.02%	277
2021 Q2	$919K	Hold	154,266	–	–	0.02%	258
2021 Q1	$793K	Hold	154,266	–	–	0.02%	293
2020 Q4	$698K	Hold	154,266	–	–	0.02%	241
2020 Q3	$717K	Sell	154,266 -70,654	-31%	-$280K	0.03%	218
2020 Q2	$846K	Hold	224,920	–	–	0.04%	218
2020 Q1	$764K	Hold	224,920	–	–	0.04%	224
2019 Q4	$1.13M	Sell	224,920 -1,650	-0.7%	-$8.31K	0.05%	156
2019 Q3	$1.05M	Buy	+226,570	New	+$1.2M	0.05%	151

Other funds holding TATT

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Phoenix Financial's TATT Position: Q1 2026 in Review

Phoenix Financial increased its TAT Technologies (TATT) stake by 0.94% in Q1 2026, buying an estimated $121K and bringing the position to 251,246 shares worth $10.2M. The position accounts for 0.1% of the portfolio, ranked #83.

Phoenix Financial first reported a position in TATT in Q3 2019 and has held it in 22 quarters since. The position peaked at $16.1M in Q3 2025. 77 funds tracked by Wall St. Rank hold TATT as of Q1 2026.

Phoenix Financial held 251,246 shares of TAT Technologies worth $10.2M as of Q1 2026.
Phoenix Financial bought 2,340 TAT Technologies shares in Q1 2026, an estimated $121K.
TAT Technologies made up 0.1% of Phoenix Financial's portfolio in Q1 2026, its #83 holding.
Phoenix Financial first reported a position in TAT Technologies in Q3 2019 and has held it in 22 quarters since.
Phoenix Financial's TAT Technologies position peaked at $16.1M in Q3 2025.
77 funds tracked by Wall St. Rank held TAT Technologies as of Q1 2026.

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