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Richardson Financial Services’s ATI ATI Stock Holding History

Richardson Financial Services’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
2025
Q3 		– Sell
-10
Closed -$863 – 521
2025
Q2 		$863 Hold
10
– – ﹤0.01% 538
2025
Q1 		$520 Buy
+10
New +$568 ﹤0.01% 570

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

Richardson Financial Services's ATI Position: Q3 2025 in Review

Richardson Financial Services sold out of ATI (ATI) in Q3 2025, closing a stake of 10 shares — an estimated $863 sold.

Richardson Financial Services first reported a position in ATI in Q1 2025 and held it in 2 quarters. The position peaked at $863 in Q2 2025. 470 funds tracked by Wall St. Rank hold ATI as of Q3 2025.

  • Richardson Financial Services reported no remaining ATI position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 10 ATI shares in Q3 2025, an estimated $863.
  • Richardson Financial Services first reported a position in ATI in Q1 2025 and held it in 2 quarters.
  • Richardson Financial Services's ATI position peaked at $863 in Q2 2025.
  • 470 funds tracked by Wall St. Rank held ATI as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.