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SVB Wealth’s ATI ATI Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-143
Closed -$7.44K – 571
2025
Q1 		$7.44K Buy
+143
New +$8.12K ﹤0.01% 946

Other funds holding ATI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

SVB Wealth's ATI Position: Q2 2025 in Review

SVB Wealth sold out of ATI (ATI) in Q2 2025, closing a stake of 143 shares — an estimated $7.44K sold.

SVB Wealth first reported a position in ATI in Q1 2025 and held it in 1 quarter. The position peaked at $7.44K in Q1 2025. 471 funds tracked by Wall St. Rank hold ATI as of Q2 2025.

  • SVB Wealth reported no remaining ATI position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 143 ATI shares in Q2 2025, an estimated $7.44K.
  • SVB Wealth first reported a position in ATI in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's ATI position peaked at $7.44K in Q1 2025.
  • 471 funds tracked by Wall St. Rank held ATI as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.