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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
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% 4662
2025
Q2 		$55 Buy
+1
New +$52 ﹤0.01% 4444

Other funds holding ATLC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Allworth Financial's ATLC Position: Q1 2026 in Review

Allworth Financial increased its Atlanticus Holdings (ATLC) stake by 400% in Q1 2026, buying an estimated $1.12K and bringing the position to 25 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #4487.

Allworth Financial first reported a position in ATLC in Q2 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

  • Allworth Financial held 25 shares of Atlanticus Holdings worth $1.31K as of Q1 2026.
  • Allworth Financial bought 20 Atlanticus Holdings shares in Q1 2026, an estimated $1.12K.
  • Atlanticus Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4487 holding.
  • Allworth Financial first reported a position in Atlanticus Holdings in Q2 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.