ATLAS CAPITAL ADVISORS INC. PNGAY — Ping An Insurance (Group) Co. of China Ltd

Ownership history in ATLAS CAPITAL ADVISORS INC.  ·  9 quarters on record

AI Ownership Summary

ATLAS CAPITAL ADVISORS INC. reported Ping An Insurance (Group) Co. of China Ltd (PNGAY) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.1% in 2025 Q4. The latest visible filing shows PNGAY at 0.07% 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 PNGAY 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 Ping An Insurance (Group) Co. of China Ltd, 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 Q2

PNGAY was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

How ATLAS CAPITAL ADVISORS INC. held PNGAY — position size vs. price
% of Fund (quarterly)    PNGAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 41,517 — 0% 0.07% $643K 2026-08-13 $13.83
2026 Q1 REDUCED 25.3% -11.8% ✅ 41,517 -14,032 -25.3% 0.07% $643K 2026-05-11 $15.90
2025 Q4 ADDED — — — 55,549 +30,729 +123.8% 0.10% $932K 2026-02-13 $17.05
2025 Q2 REDUCED 46.3% +6.7% ❌ 24,820 -21,434 -46.3% 0.04% $319K 2025-08-12 $13.55
2025 Q1 ADDED — — — 46,254 +29,372 +174.0% 0.07% $554K 2025-05-12 $11.30
2024 Q4 ADDED — — — 16,882 +7,340 +76.9% 0.02% $197K 2025-02-12 $10.85
2024 Q3 ADDED — — — 9,542 +2,353 +32.7% 0.02% $119K 2024-11-05 $11.73
2024 Q2 ADDED — — — 7,189 +1,522 +26.9% 0.01% $65K 2024-07-30 $7.61
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PNGAY

As of 2026 Q3 — sorted by position size

GAMMA Investing LLC 0.0%

FAQ About ATLAS CAPITAL ADVISORS INC. and PNGAY

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 PNGAY?

ATLAS CAPITAL ADVISORS INC. reported PNGAY across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for PNGAY was 0.10% in 2025 Q4.

What is the latest reported PNGAY position on this page?

The most recent filing on this page is 2026 Q2, when ATLAS CAPITAL ADVISORS INC. reported 41,517 shares, equal to 0.07% of portfolio, with an estimated market value of $643K.

What does the chart on this PNGAY ownership page compare?

The chart compares ATLAS CAPITAL ADVISORS INC.'s quarterly PNGAY 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 PNGAY position?

Based on 13F filing dates vs. subsequent PNGAY price moves, ATLAS CAPITAL ADVISORS INC. correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on PNGAY relative to SPY over the holding period was +223.0%.

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