ATLAS CAPITAL ADVISORS INC. BAYRY — Bayer Ag

Ownership history in ATLAS CAPITAL ADVISORS INC.  ·  4 quarters on record

AI Ownership Summary

ATLAS CAPITAL ADVISORS INC. reported Bayer Ag (BAYRY) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows BAYRY at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAYRY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATLAS CAPITAL ADVISORS INC.'s position in Bayer Ag, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BAYRY was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BAYRY stock page ATLAS CAPITAL ADVISORS INC. fund profile ATLAS CAPITAL ADVISORS INC. full holdings
How ATLAS CAPITAL ADVISORS INC. held BAYRY — position size vs. price
% of Fund (quarterly)    BAYRY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 35,510 +5,566 +18.6% 0.05% $408K 2026-05-11 $10.88
2025 Q4 ADDED — — — 29,944 +8,052 +36.8% 0.04% $324K 2026-02-13 $13.54
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAYRY

As of 2026 Q1 — sorted by position size

KAHN BROTHERS GROUP INC 3Y 7Y 13.26% CHICAGO TRUST Co NA 3Y 7Y 0.04% GAMMA Investing LLC 0.02% GREAT LAKES ADVISORS, LLC 3Y 7Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% Westside Investment Management, Inc. 3Y 7Y 0.0% KELLEHER FINANCIAL ADVISORS 3Y 7Y 0.0% Salomon & Ludwin, LLC 3Y 7Y 0.0% RHUMBLINE ADVISERS 3Y 7Y 0.0% Strategic Investment Solutions, Inc. /IL 3Y 0.0%

FAQ About ATLAS CAPITAL ADVISORS INC. and BAYRY

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATLAS CAPITAL ADVISORS INC. reported owning BAYRY?

ATLAS CAPITAL ADVISORS INC. reported BAYRY across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BAYRY position in ATLAS CAPITAL ADVISORS INC.'s portfolio?

The largest reported portfolio weight for BAYRY was 0.05% in 2026 Q1.

What is the latest reported BAYRY position on this page?

The most recent filing on this page is 2026 Q1, when ATLAS CAPITAL ADVISORS INC. reported 35,510 shares, equal to 0.05% of portfolio, with an estimated market value of $408K.

What does the chart on this BAYRY ownership page compare?

The chart compares ATLAS CAPITAL ADVISORS INC.'s quarterly BAYRY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ATLAS CAPITAL ADVISORS INC. time their BAYRY position?

Based on 13F filing dates vs. subsequent BAYRY price moves, ATLAS CAPITAL ADVISORS INC. correctly timed 1 out of 3 reported position changes (33%).

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