Allworth Financial
ATLC icon

Allworth Financial’s Atlanticus Holdings ATLC Stock Holding History

Allworth Financial’s Portfolio ATLC Stock Details ATLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.58K Hold
35
– – ﹤0.01% 4416
2026
Q2 		$3.58K Buy
35
+10
+40% +$811 ﹤0.01% 4292
2026
Q1 		$1.31K Buy
25
+20
+400% +$1.12K ﹤0.01% 4487
2025
Q4 		$335 Buy
5
+3
+150% +$176 ﹤0.01% 4614
2025
Q3 		$118 Buy
2
+1
+100% +$60 ﹤0.01% 4663
2025
Q2 		$55 Buy
+1
New +$52 ﹤0.01% 4444

Other funds holding ATLC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $109B AUM 29.28% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

Allworth Financial's ATLC Position: Q3 2026 in Review

Allworth Financial held its Atlanticus Holdings (ATLC) position steady in Q3 2026 at 35 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #4416.

Allworth Financial first reported a position in ATLC in Q2 2025 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold ATLC as of Q3 2026.

  • Allworth Financial held 35 shares of Atlanticus Holdings worth $3.58K as of Q3 2026.
  • Allworth Financial left its Atlanticus Holdings share count unchanged in Q3 2026.
  • Atlanticus Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #4416 holding.
  • Allworth Financial first reported a position in Atlanticus Holdings in Q2 2025 and has held it in 6 quarters since.
  • 110 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.