Atria Investments, Inc PATK — PATRICK INDS INC

Ownership history in Atria Investments, Inc  ·  7 quarters on record

AI Ownership Summary

Atria Investments, Inc reported PATRICK INDS INC (PATK) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows PATK 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 PATK 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 PATRICK INDS INC, 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

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

High-water mark
Peak Conviction
0.01% 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 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.

PATK stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held PATK — position size vs. price
% of Fund (quarterly)    PATK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,505 -50 -1.4% 0.00% $238K 2026-10-15 $68.13
2026 Q2 REDUCED 21.4% -22.7% ✅ 3,555 -969 -21.4% 0.00% $319K 2026-07-28 $87.38
2026 Q1 ADDED — — — 4,524 +207 +4.8% 0.01% $503K 2026-05-05 $89.09
2025 Q4 ADDED — — — 4,317 +337 +8.5% 0.01% $468K 2026-02-05 $138.61
2025 Q3 ADDED — — — 3,980 +174 +4.6% 0.00% $412K 2025-11-06 $102.21
2025 Q2 ADDED — — — 3,806 +112 +3.0% 0.00% $351K 2025-08-04 $98.16
2025 Q1 INITIATED — — — 3,694 — — 0.00% $312K 2025-05-06 $79.60

🏢 Other funds also holding PATK

As of 2026 Q3 — sorted by position size

HighRoad Wealth Advisors, LLC 0.5% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 0.33% New England Research & Management, Inc. 3Y 7Y 0.11% KFG WEALTH MANAGEMENT, LLC 3Y 0.09% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.09% Factor Wealth Management LTD 0.06% SAX WEALTH ADVISORS, LLC 3Y 0.03% Versant Capital Management, Inc 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Atria Investments, Inc and PATK

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 PATK?

Atria Investments, Inc reported PATK across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

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

The largest reported portfolio weight for PATK was 0.01% in 2026 Q1.

What is the latest reported PATK position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 3,505 shares, equal to 0.00% of portfolio, with an estimated market value of $238K.

What does the chart on this PATK ownership page compare?

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

Based on 13F filing dates vs. subsequent PATK price moves, Atria Investments, Inc correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on PATK relative to SPY over the holding period was -29.0%.

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