Toth Financial Advisory’s ATI ATI Stock Holding History

Toth Financial Advisory’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	$1.06M	Buy	5,612 +3	+0.1%	+$599	0.11%	134
2026 Q2	$1.11M	Buy	5,609 +3,109	+124%	+$527K	0.11%	137
2026 Q1	$364K	Hold	2,500	–	–	0.04%	179
2025 Q4	$287K	Buy	+2,500	New	+$244K	0.03%	196
2024 Q1	–	Sell	-590	Closed	-$26.8K	–	724
2023 Q4	$26.8K	Hold	590	–	–	﹤0.01%	352
2023 Q3	$24.3K	Hold	590	–	–	﹤0.01%	348
2023 Q2	$26.1K	Hold	590	–	–	﹤0.01%	349
2023 Q1	$23.3K	Hold	590	–	–	﹤0.01%	364
2022 Q4	$17.6K	Buy	+590	New	+$17.3K	﹤0.01%	389

Other funds holding ATI

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Toth Financial Advisory's ATI Position: Q3 2026 in Review

Toth Financial Advisory increased its ATI (ATI) stake by 0.05% in Q3 2026, buying an estimated $599 and bringing the position to 5,612 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #134.

Toth Financial Advisory first reported a position in ATI in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2026. 185 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

Toth Financial Advisory held 5,612 shares of ATI worth $1.06M as of Q3 2026.
Toth Financial Advisory bought 3 ATI shares in Q3 2026, an estimated $599.
ATI made up 0.11% of Toth Financial Advisory's portfolio in Q3 2026, its #134 holding.
Toth Financial Advisory first reported a position in ATI in Q4 2022 and has held it in 9 quarters since.
Toth Financial Advisory's ATI position peaked at $1.11M in Q2 2026.
185 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.