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Summit Trail Advisors’s ATI ATI Stock Holding History

Summit Trail 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
Q1 		$912K Buy
6,271
+3,233
+106% +$450K 0.01% 976
2025
Q4 		$349K Sell
3,038
-1,782
-37% -$174K 0.01% 1180
2025
Q3 		$392K Buy
+4,820
New +$391K 0.01% 1145
2018
Q1 		– Sell
-52
Closed -$1K – 521
2017
Q4 		$1K Buy
+52
New +$1.24K ﹤0.01% 1749

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Summit Trail Advisors's ATI Position: Q1 2026 in Review

Summit Trail Advisors increased its ATI (ATI) stake by 106% in Q1 2026, buying an estimated $450K and bringing the position to 6,271 shares worth $912K. The position accounts for 0.01% of the portfolio, ranked #976.

Summit Trail Advisors first reported a position in ATI in Q4 2017 and has held it in 4 quarters since. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

  • Summit Trail Advisors held 6,271 shares of ATI worth $912K as of Q1 2026.
  • Summit Trail Advisors bought 3,233 ATI shares in Q1 2026, an estimated $450K.
  • ATI made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #976 holding.
  • Summit Trail Advisors first reported a position in ATI in Q4 2017 and has held it in 4 quarters since.
  • 673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.