Position in ATI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$901,141
+$194,642 QoQ
Shares Held
4,572
-5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#416
of 787 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $1,224,982 across 2 Metal Fabrication names. ATI ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATI |
Ati Inc
This page
|
4,572 | $901,141 | |
| 2 | CRS |
Carpenter Technology Corp
|
525 | $323,841 |
All Filings in ATI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $901,141 | 4,572 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $706,499 | 4,857 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $585,505 | 5,102 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $481,207 | 5,916 | Shares | Sole | 2025-10-28 | |
| 2021-12-31 | $6,372 | 400 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||