Retirement Guys Formula
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Retirement Guys Formula’s ATI ATI Stock Holding History

Retirement Guys Formula’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 		$283K Sell
1,494
-3
-0.2% -$599 0.11% 132
2026
Q2 		$295K Sell
1,497
-26
-2% -$4.41K 0.11% 120
2026
Q1 		$222K Buy
+1,523
New +$212K 0.1% 134

Other funds holding ATI

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Retirement Guys Formula's ATI Position: Q3 2026 in Review

Retirement Guys Formula reduced its ATI (ATI) stake by 0.2% in Q3 2026, selling an estimated $599 and leaving 1,494 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #132.

Retirement Guys Formula first reported a position in ATI in Q1 2026 and has held it in 3 quarters since. The position peaked at $295K in Q2 2026. 610 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Retirement Guys Formula held 1,494 shares of ATI worth $283K as of Q3 2026.
  • Retirement Guys Formula sold 3 ATI shares in Q3 2026, an estimated $599.
  • ATI made up 0.11% of Retirement Guys Formula's portfolio in Q3 2026, its #132 holding.
  • Retirement Guys Formula first reported a position in ATI in Q1 2026 and has held it in 3 quarters since.
  • Retirement Guys Formula's ATI position peaked at $295K in Q2 2026.
  • 610 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.