ZWJ Investment Counsel
ATI icon

ZWJ Investment Counsel’s ATI ATI Stock Holding History

ZWJ Investment Counsel’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 		$496K Hold
2,621
– – 0.02% 174
2026
Q2 		$517K Buy
+2,621
New +$444K 0.02% 166

Other funds holding ATI

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

ZWJ Investment Counsel's ATI Position: Q3 2026 in Review

ZWJ Investment Counsel held its ATI (ATI) position steady in Q3 2026 at 2,621 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #174.

ZWJ Investment Counsel first reported a position in ATI in Q2 2026 and has held it in 2 quarters since. The position peaked at $517K in Q2 2026. 83 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • ZWJ Investment Counsel held 2,621 shares of ATI worth $496K as of Q3 2026.
  • ZWJ Investment Counsel left its ATI share count unchanged in Q3 2026.
  • ATI made up 0.02% of ZWJ Investment Counsel's portfolio in Q3 2026, its #174 holding.
  • ZWJ Investment Counsel first reported a position in ATI in Q2 2026 and has held it in 2 quarters since.
  • ZWJ Investment Counsel's ATI position peaked at $517K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.