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Arkadios Wealth Advisors’s AtlasClear ATCH Stock Holding History

Arkadios Wealth Advisors’s Portfolio ATCH Stock Details ATCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.95K Buy
+40,000
New +$9.42K ﹤0.01% 1686
2025
Q3 		– Sell
-50,000
Closed -$9.6K – 1531
2025
Q2 		$9.6K Buy
+50,000
New +$16.3K ﹤0.01% 1315

Other funds holding ATCH

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arkadios Wealth Advisors's ATCH Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in AtlasClear (ATCH) in Q1 2026: 40,000 shares worth $7.95K. The stake represents ﹤0.01% of the portfolio and ranks #1686 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in ATCH as recently as Q2 2025.

Arkadios Wealth Advisors first reported a position in ATCH in Q2 2025 and has held it in 2 quarters since. The position peaked at $9.6K in Q2 2025. 25 funds tracked by Wall St. Rank hold ATCH as of Q1 2026.

  • Arkadios Wealth Advisors held 40,000 shares of AtlasClear worth $7.95K as of Q1 2026.
  • AtlasClear was a new Arkadios Wealth Advisors position in Q1 2026.
  • AtlasClear made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1686 holding.
  • Arkadios Wealth Advisors first reported a position in AtlasClear in Q2 2025 and has held it in 2 quarters since.
  • Arkadios Wealth Advisors's AtlasClear position peaked at $9.6K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held AtlasClear as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.