Sequoia Financial Advisors
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Sequoia Financial Advisors’s ATI ATI Stock Holding History

Sequoia Financial Advisors’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 		$5.77M Sell
30,468
-3,086
-9% -$616K 0.03% 319
2026
Q2 		$6.61M Buy
33,554
+27,826
+486% +$4.72M 0.03% 299
2026
Q1 		$833K Sell
5,728
-1,248
-18% -$174K ﹤0.01% 982
2025
Q4 		$801K Buy
6,976
+2,552
+58% +$249K ﹤0.01% 1002
2025
Q3 		$360K Buy
4,424
+102
+2% +$8.27K ﹤0.01% 1303
2025
Q2 		$373K Buy
4,322
+144
+3% +$9.9K ﹤0.01% 1148
2025
Q1 		$217K Sell
4,178
-817
-16% -$46.4K ﹤0.01% 1222
2024
Q4 		$275K Sell
4,995
-388
-7% -$22.9K ﹤0.01% 1060
2024
Q3 		$360K Buy
5,383
+172
+3% +$10.7K ﹤0.01% 891
2024
Q2 		$289K Sell
5,211
-17
-0.3% -$952 ﹤0.01% 907
2024
Q1 		$268K Buy
5,228
+8
+0.2% +$362 ﹤0.01% 915
2023
Q4 		$237K Sell
5,220
-428
-8% -$17.8K ﹤0.01% 1028
2023
Q3 		$232K Buy
5,648
+645
+13% +$28.7K ﹤0.01% 793
2023
Q2 		$221K Buy
+5,003
New +$191K ﹤0.01% 823
2020
Q1 		– Sell
-172,590
Closed -$3.57M – 369
2019
Q4 		$3.57M Buy
172,590
+1,535
+0.9% +$33.3K 0.23% 65
2019
Q3 		$3.46M Sell
171,055
-9,192
-5% -$194K 0.25% 60
2019
Q2 		$4.54M Buy
180,247
+4,932
+3% +$120K 0.34% 48
2019
Q1 		$4.48M Buy
175,315
+2,799
+2% +$73.7K 0.37% 43
2018
Q4 		$3.76M Buy
172,516
+83,678
+94% +$2.17M 0.43% 47
2018
Q3 		$2.62M Buy
+88,838
New +$2.39M 0.26% 66
2017
Q1 		– Sell
-165,323
Closed -$2.63M – 289
2016
Q4 		$2.63M Buy
165,323
+92,397
+127% +$1.54M 0.38% 54
2016
Q3 		$1.32M Buy
+72,926
New +$1.21M 0.25% 67

Other funds holding ATI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Sequoia Financial Advisors's ATI Position: Q3 2026 in Review

Sequoia Financial Advisors reduced its ATI (ATI) stake by 9.2% in Q3 2026, selling an estimated $616K and leaving 30,468 shares worth $5.77M. The position accounts for 0.03% of the portfolio, ranked #319.

Sequoia Financial Advisors first reported a position in ATI in Q3 2016 and has held it in 22 quarters since. The position peaked at $6.61M in Q2 2026. 680 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Sequoia Financial Advisors held 30,468 shares of ATI worth $5.77M as of Q3 2026.
  • Sequoia Financial Advisors sold 3,086 ATI shares in Q3 2026, an estimated $616K.
  • ATI made up 0.03% of Sequoia Financial Advisors's portfolio in Q3 2026, its #319 holding.
  • Sequoia Financial Advisors first reported a position in ATI in Q3 2016 and has held it in 22 quarters since.
  • Sequoia Financial Advisors's ATI position peaked at $6.61M in Q2 2026.
  • 680 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Sequoia Financial Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.