TFA
ATI icon

Transamerica Financial Advisors’s ATI ATI Stock Holding History

Transamerica 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 		$11.2K Buy
57
+26
+84% +$4.41K ﹤0.01% 973
2026
Q1 		$4.51K Buy
31
+29
+1,450% +$4.04K ﹤0.01% 1056
2025
Q4 		$230 Buy
+2
New +$195 ﹤0.01% 1503

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

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

Transamerica Financial Advisors increased its ATI (ATI) stake by 84% in Q2 2026, buying an estimated $4.41K and bringing the position to 57 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Transamerica Financial Advisors first reported a position in ATI in Q4 2025 and has held it in 3 quarters since. 791 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Transamerica Financial Advisors held 57 shares of ATI worth $11.2K as of Q2 2026.
  • Transamerica Financial Advisors bought 26 ATI shares in Q2 2026, an estimated $4.41K.
  • ATI made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #973 holding.
  • Transamerica Financial Advisors first reported a position in ATI in Q4 2025 and has held it in 3 quarters since.
  • 791 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.