🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Atala Financial - Q2 2026 13F Filings

AT

Atala Financial INC

CIK: 0002053756
Address: California Calabasas 23912 Aspen Way
$164.52 M
Portfolio Value
121
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/22/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Sells

Q2 2026
−$348,739
−$222,744
5. Blackrock Munihold Ca Qlty
−$153,024.72

Asset Allocation

Stocks/ETFs
+10.48%
$163.96 M 99.66%
Options
$0 0.00%
Debt
$0 0.00%
Other
+4.16%
$553,163 0.34%

Sector Allocation (Stocks)

Atala Financial Q2 2026 Filing Summary

Atala Financial INC filed its 13F report for Q2 2026 on July 23, 2026. The portfolio totaled 164.52 M reflecting a +10.46% change from the prior quarter, spanning 121 assets. The top 10 holdings comprised 36.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 5 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Atala Financial’s Q2 2026 Filing

Atala Financial submitted their Form 13F-HR for the Q2 2026 period on 07/23/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Atala Financial reported a managed portfolio value of 164.52 M, consisting of 121 individual positions.

This page displays the raw filing documents. To see which stocks Atala Financial bought or sold during Q2 2026, please visit Atala Financial's Portfolio Analysis page.