Atria Investments, Inc BENJ — HORIZON FDS

Ownership history in Atria Investments, Inc  ·  6 quarters on record

AI Ownership Summary

Atria Investments, Inc reported HORIZON FDS (BENJ) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows BENJ at 0.00% 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.

What this BENJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in HORIZON FDS, 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

BENJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 Q1 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.

BENJ stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held BENJ — position size vs. price
% of Fund (quarterly)    BENJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 5,223 -690 -11.7% 0.00% $276K 2026-07-28 $52.92
2026 Q1 ADDED — — — 5,913 +86 +1.5% 0.00% $309K 2026-05-05 $52.49
2025 Q4 ADDED — — — 5,827 +507 +9.5% 0.00% $302K 2026-02-05 $52.04
2025 Q3 ADDED — — — 5,320 +978 +22.5% 0.00% $273K 2025-11-06 $51.54
2025 Q2 REDUCED 18.7% +0.9% ❌ 4,342 -996 -18.7% 0.00% $221K 2025-08-04 $51.04
2025 Q1 INITIATED — — — 5,338 — — 0.00% $269K 2025-05-06 $50.54

🏢 Other funds also holding BENJ

As of 2026 Q2 — sorted by position size

CERTIOR FINANCIAL GROUP, LLC 0.9% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.09% PRINCIPAL SECURITIES, INC. 0.05% Brookwood Investment Group LLC 0.03% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.02% LPL Financial LLC 3Y 7Y 0.01% Bank of New York Mellon Corp 3Y 7Y 0.01% Envestnet Portfolio Solutions, Inc. 0.0% Brookstone Capital Management 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%

FAQ About Atria Investments, Inc and BENJ

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

How long has Atria Investments, Inc reported owning BENJ?

Atria Investments, Inc reported BENJ across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported BENJ position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for BENJ was 0.00% in 2026 Q1.

What is the latest reported BENJ position on this page?

The most recent filing on this page is 2026 Q2, when Atria Investments, Inc reported 5,223 shares, equal to 0.00% of portfolio, with an estimated market value of $276K.

What does the chart on this BENJ ownership page compare?

The chart compares Atria Investments, Inc's quarterly BENJ 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 Atria Investments, Inc time their BENJ position?

Based on 13F filing dates vs. subsequent BENJ price moves, Atria Investments, Inc correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on BENJ relative to SPY over the holding period was -18.4%.

← Back to Atria Investments, Inc Holdings