USA Financial Formulas’s ATI ATI Stock Holding History

USA Financial Formulas’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	$138K	Sell	731 -229	-24%	-$45.7K	0.03%	159
2026 Q2	$189K	Sell	960 -32	-3%	-$5.42K	0.03%	140
2026 Q1	$144K	Buy	+992	New	+$138K	0.03%	145
2023 Q4	–	Sell	-1,880	Closed	-$77.4K	–	358
2023 Q3	$77.4K	Buy	1,880 +9	+0.5%	+$400	0.12%	172
2023 Q2	$82.8K	Sell	1,871 -93	-5%	-$3.56K	0.13%	122
2023 Q1	$77.5K	Buy	+1,964	New	+$74.2K	0.13%	100
2022 Q3	–	Sell	-3,361	Closed	-$76K	–	303
2022 Q2	$76K	Buy	+3,361	New	+$88.6K	0.1%	110
2018 Q3	–	Sell	-3,637	Closed	-$86K	–	278
2018 Q2	$86K	Hold	3,637	–	–	0.02%	301
2018 Q1	$86K	Buy	+3,637	New	+$97.6K	0.02%	301
2017 Q2	–	Sell	-24,699	Closed	-$444K	–	231
2017 Q1	$444K	Buy	+24,699	New	+$464K	0.11%	174

Other funds holding ATI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

USA Financial Formulas's ATI Position: Q3 2026 in Review

USA Financial Formulas reduced its ATI (ATI) stake by 24% in Q3 2026, selling an estimated $45.7K and leaving 731 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #159.

USA Financial Formulas first reported a position in ATI in Q1 2017 and has held it in 10 quarters since. The position peaked at $444K in Q1 2017. 400 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

USA Financial Formulas held 731 shares of ATI worth $138K as of Q3 2026.
USA Financial Formulas sold 229 ATI shares in Q3 2026, an estimated $45.7K.
ATI made up 0.03% of USA Financial Formulas's portfolio in Q3 2026, its #159 holding.
USA Financial Formulas first reported a position in ATI in Q1 2017 and has held it in 10 quarters since.
USA Financial Formulas's ATI position peaked at $444K in Q1 2017.
400 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.