RFG Advisory
ATR icon

RFG Advisory’s AptarGroup ATR Stock Holding History

RFG Advisory’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$363K Buy
+2,994
New +$388K 0.01% 955

Other funds holding ATR

Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

RFG Advisory's ATR Position: Q3 2026 in Review

RFG Advisory opened a new position in AptarGroup (ATR) in Q3 2026: 2,994 shares worth $363K. The stake represents 0.01% of the portfolio and ranks #955 among its holdings.

319 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • RFG Advisory held 2,994 shares of AptarGroup worth $363K as of Q3 2026.
  • AptarGroup was a new RFG Advisory position in Q3 2026.
  • AptarGroup made up 0.01% of RFG Advisory's portfolio in Q3 2026, its #955 holding.
  • 319 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.