American Trust

Position in ATI — Ati Inc

CIK 1905128 LEXINGTON, KY

Position in ATI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$394,988

+$69,449 QoQ

Shares Held

2,004

-10.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#524

of 787 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

American Trust holds $807,037 across 2 Metal Fabrication names. ATI ranks #2 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CRS	Carpenter Technology Corp	668	$412,049
2	ATI	Ati Inc This page	2,004	$394,988

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,988	2,004	-10.5%	Shares	Sole	2026-08-14
2026-03-31	$325,539	2,238	-41.4%	Shares	Sole	2026-05-01
2025-12-31	$437,924	3,816	-29.3%	Shares	Sole	2026-02-17
2025-09-30	$439,236	5,400	-18.6%	Shares	Sole	2025-11-17
2025-06-30	$572,520	6,631	-8.6%	Shares	Sole	2025-09-03
2024-12-31	$399,205	7,253	-11.0%	Shares	Sole	2025-02-18
2024-09-30	$545,115	8,147	-11.4%	Shares	Sole	2024-11-29
2024-06-30	$510,140	9,200	-18.9%	Shares	Sole	2024-09-12
2024-03-31	$580,677	11,348	-7.8%	Shares	Sole	2024-06-11
2023-12-31	$559,690	12,309	-12.0%	Shares	Sole	2024-02-21
2023-09-30	$575,811	13,993	-28.0%	Shares	Defined	2023-11-15
2023-06-30	$859,565	19,434	-4.4%	Shares	Defined	2023-08-14
2023-03-31	$801,945	20,323	-8.2%	Shares	Defined	2023-05-22
2022-12-31	$660,891	22,133	+17.3%	Shares	Defined	2023-02-16
2022-09-30	$502,290	18,876	-2.8%	Shares	Defined	2022-12-02
2022-06-30	$440,982	19,418	+40.4%	Shares	Defined	2022-10-03
2022-03-31	$371,143	13,828	-1.3%	Shares	Defined	2022-06-08
2021-12-31	$223,227	14,013	—	Shares	Defined	2022-03-17
No filing history on record for this holder in this stock.