PF
TATT icon

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
Q2 		$15.4M Buy
318,842
+67,596
+27% +$2.71M 0.11% 86
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Phoenix Financial's TATT Position: Q2 2026 in Review

Phoenix Financial increased its TAT Technologies (TATT) stake by 27% in Q2 2026, buying an estimated $2.71M and bringing the position to 318,842 shares worth $15.4M. The position accounts for 0.11% of the portfolio, ranked #86.

Phoenix Financial first reported a position in TATT in Q3 2019 and has held it in 23 quarters since. The position peaked at $16.1M in Q3 2025. 92 funds tracked by Wall St. Rank hold TATT as of Q2 2026.

  • Phoenix Financial held 318,842 shares of TAT Technologies worth $15.4M as of Q2 2026.
  • Phoenix Financial bought 67,596 TAT Technologies shares in Q2 2026, an estimated $2.71M.
  • TAT Technologies made up 0.11% of Phoenix Financial's portfolio in Q2 2026, its #86 holding.
  • Phoenix Financial first reported a position in TAT Technologies in Q3 2019 and has held it in 23 quarters since.
  • Phoenix Financial's TAT Technologies position peaked at $16.1M in Q3 2025.
  • 92 funds tracked by Wall St. Rank held TAT Technologies as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.