ATI Inc.
MX ˙ BMV ˙ US01741R1023
SecurityMX:ATI / ATI Inc.
InstitutionKeystone Financial Group
Latest Disclosed Ownership2,890 shares
Latest Disclosed Value $ 420,380
Keystone Financial Group reports 0.52% increase in ownership of ATI / ATI Inc.

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 2,890 shares of ATI Inc. (MX:ATI) valued at $420,380 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,875 shares of ATI Inc.. This represents a change in shares of 0.52% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F ATI Equtities 01741R102 2,890 15 0.52 420 27.66 0.0283
2026-02-06 2025-12-31 13F ATI Equities 01741R102 2,875 175 6.48 330 50.23 0.0244
2025-11-17 2025-09-30 13F/A-1 ATI Common Stock 01741R102 2,700 -150 -5.26 220 -10.98 0.0168
2025-11-14 2025-09-30 13F ATI Common Stock 01741R102 2,850 0 246 0.0196
2025-08-13 2025-06-30 13F ATI Common Stock 01741R102 2,850 2,850 246 0.0222
2025-05-13 2025-03-31 13F ATI Common Stock 01741R102 0 -3,950 -100.00 0 -100.00
2025-02-13 2024-12-31 13F ATI Common Stock 01741R102 3,950 200 5.33 217 -13.20 0.0214
2025-02-19 2024-09-30 13F/A-3 ATI Common Stock 01741R102 3,750 0 0.00 251 20.77 0.0321
2025-02-18 2024-09-30 13F/A-2 ATI Common Stock 01741R102 4,161 411 236 0.0306
2024-11-12 2024-09-30 13F ATI Common Stock 01741R102 3,750 0 251 0.0828
2024-07-31 2024-06-30 13F ATI Common Stock 01741R102 3,750 3,750 208 0.0745
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.