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Souders Financial Advisors’s ATI ATI Stock Holding History

Souders 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
Q2 		$376K Buy
1,910
+25
+1% +$4.24K 0.04% 170
2026
Q1 		$274K Sell
1,885
-528
-22% -$73.5K 0.03% 194
2025
Q4 		$277K Buy
+2,413
New +$235K 0.03% 185
2025
Q1 		– Sell
-4,544
Closed -$250K – 186
2024
Q4 		$250K Sell
4,544
-2,581
-36% -$152K 0.03% 161
2024
Q3 		$477K Buy
7,125
+411
+6% +$25.5K 0.07% 128
2024
Q2 		$372K Buy
+6,714
New +$376K 0.06% 137

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

Souders Financial Advisors's ATI Position: Q2 2026 in Review

Souders Financial Advisors increased its ATI (ATI) stake by 1.3% in Q2 2026, buying an estimated $4.24K and bringing the position to 1,910 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #170.

Souders Financial Advisors first reported a position in ATI in Q2 2024 and has held it in 6 quarters since. The position peaked at $477K in Q3 2024. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Souders Financial Advisors held 1,910 shares of ATI worth $376K as of Q2 2026.
  • Souders Financial Advisors bought 25 ATI shares in Q2 2026, an estimated $4.24K.
  • ATI made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #170 holding.
  • Souders Financial Advisors first reported a position in ATI in Q2 2024 and has held it in 6 quarters since.
  • Souders Financial Advisors's ATI position peaked at $477K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.