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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's ATI Position: Q2 2026 in Review

Root Financial Partners increased its ATI (ATI) stake by 29% in Q2 2026, buying an estimated $42.9K and bringing the position to 1,115 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #372.

Root Financial Partners first reported a position in ATI in Q3 2025 and has held it in 4 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Root Financial Partners held 1,115 shares of ATI worth $220K as of Q2 2026.
  • Root Financial Partners bought 253 ATI shares in Q2 2026, an estimated $42.9K.
  • ATI made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #372 holding.
  • Root Financial Partners first reported a position in ATI in Q3 2025 and has held it in 4 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.