Atria Investments, Inc CXT — CRANE NXT CO

Ownership history in Atria Investments, Inc  ·  10 quarters on record

AI Ownership Summary

Atria Investments, Inc reported CRANE NXT CO (CXT) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows CXT at 0.01% 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 CXT 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 CRANE NXT CO, 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 Q3

CXT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

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 Q3

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 Atria Investments, Inc held CXT — position size vs. price
% of Fund (quarterly)    CXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 13,079 +557 +4.4% 0.01% $616K 2026-10-15 $54.27
2026 Q2 ADDED — — — 12,522 +2,071 +19.8% 0.01% $641K 2026-07-28 $54.36
2026 Q1 ADDED — — — 10,451 +1,959 +23.1% 0.00% $424K 2026-05-05 $43.97
2025 Q4 ADDED — — — 8,492 +2,183 +34.6% 0.00% $400K 2026-02-05 $52.33
2025 Q3 REDUCED 10.3% -28.3% ✅ 6,309 -725 -10.3% 0.00% $423K 2025-11-06 $60.45
2025 Q2 ADDED — — — 7,034 +1,989 +39.4% 0.00% $379K 2025-08-04 $56.29
2025 Q1 ADDED — — — 5,045 +1,488 +41.8% 0.00% $259K 2025-05-06 $46.63
2024 Q4 REDUCED — — — 3,557 -143 -3.9% 0.00% $207K 2025-02-06 $62.58
2024 Q3 ADDED — — — 3,700 +208 +6.0% 0.00% $208K 2024-11-01 $52.58
2024 Q2 INITIATED — — — 3,492 — — 0.00% $214K 2024-08-13 $54.71

FAQ About Atria Investments, Inc and CXT

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 CXT?

Atria Investments, Inc reported CXT across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for CXT was 0.01% in 2026 Q2.

What is the latest reported CXT position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 13,079 shares, equal to 0.01% of portfolio, with an estimated market value of $616K.

What does the chart on this CXT ownership page compare?

The chart compares Atria Investments, Inc's quarterly CXT 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 CXT position?

Based on 13F filing dates vs. subsequent CXT price moves, Atria Investments, Inc correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on CXT relative to SPY over the holding period was -16.3%.

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