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

Other funds holding ATLC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Allworth Financial's ATLC Position: Q2 2026 in Review

Allworth Financial increased its Atlanticus Holdings (ATLC) stake by 40% in Q2 2026, buying an estimated $811 and bringing the position to 35 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #4292.

Allworth Financial first reported a position in ATLC in Q2 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold ATLC as of Q2 2026.

  • Allworth Financial held 35 shares of Atlanticus Holdings worth $3.58K as of Q2 2026.
  • Allworth Financial bought 10 Atlanticus Holdings shares in Q2 2026, an estimated $811.
  • Atlanticus Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4292 holding.
  • Allworth Financial first reported a position in Atlanticus Holdings in Q2 2025 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.