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Sigma Planning Corp’s ATI ATI Stock Holding History

Sigma Planning Corp’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 		$972K Sell
4,934
-5,583
-53% -$946K 0.02% 607
2026
Q1 		$1.53M Buy
+10,517
New +$1.46M 0.04% 415

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 $3.38T AUM 44.17% 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

Sigma Planning Corp's ATI Position: Q2 2026 in Review

Sigma Planning Corp reduced its ATI (ATI) stake by 53% in Q2 2026, selling an estimated $946K and leaving 4,934 shares worth $972K. The position accounts for 0.02% of the portfolio, ranked #607.

Sigma Planning Corp first reported a position in ATI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.53M in Q1 2026. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Sigma Planning Corp held 4,934 shares of ATI worth $972K as of Q2 2026.
  • Sigma Planning Corp sold 5,583 ATI shares in Q2 2026, an estimated $946K.
  • ATI made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #607 holding.
  • Sigma Planning Corp first reported a position in ATI in Q1 2026 and has held it in 2 quarters since.
  • Sigma Planning Corp's ATI position peaked at $1.53M in Q1 2026.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.