Root Financial Partners
ATI icon

Root Financial Partners’s ATI ATI Stock Holding History

Root Financial Partners’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 		$194K Sell
1,026
-89
-8% -$17.8K 0.01% 454
2026
Q2 		$220K Buy
1,115
+253
+29% +$42.9K 0.01% 372
2026
Q1 		$125K Buy
862
+604
+234% +$84.1K 0.01% 483
2025
Q4 		$29.6K Buy
258
+23
+10% +$2.24K ﹤0.01% 956
2025
Q3 		$19.1K Buy
+235
New +$19K ﹤0.01% 1143

Other funds holding ATI

Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's ATI Position: Q3 2026 in Review

Root Financial Partners reduced its ATI (ATI) stake by 8% in Q3 2026, selling an estimated $17.8K and leaving 1,026 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #454.

Root Financial Partners first reported a position in ATI in Q3 2025 and has held it in 5 quarters since. The position peaked at $220K in Q2 2026. 400 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Root Financial Partners held 1,026 shares of ATI worth $194K as of Q3 2026.
  • Root Financial Partners sold 89 ATI shares in Q3 2026, an estimated $17.8K.
  • ATI made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #454 holding.
  • Root Financial Partners first reported a position in ATI in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's ATI position peaked at $220K in Q2 2026.
  • 400 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.