Position in ATI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$219,766
+$94,380 QoQ
Shares Held
1,115
+29.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#624
of 787 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Root Financial Partners, LLC holds $678,694 across 2 Metal Fabrication names. ATI ranks #2 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
744 | $458,928 | |
| 2 | ATI |
Ati Inc
This page
|
1,115 | $219,766 |
All Filings in ATI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,766 | 1,115 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $125,386 | 862 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $29,608 | 258 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $19,114 | 235 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||