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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
Q2 		$15.7K Buy
80,000
+40,000
+100% +$9.54K ﹤0.01% 1746
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 $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arkadios Wealth Advisors's ATCH Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its AtlasClear (ATCH) stake by 100% in Q2 2026, buying an estimated $9.54K and bringing the position to 80,000 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Arkadios Wealth Advisors first reported a position in ATCH in Q2 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold ATCH as of Q2 2026.

  • Arkadios Wealth Advisors held 80,000 shares of AtlasClear worth $15.7K as of Q2 2026.
  • Arkadios Wealth Advisors bought 40,000 AtlasClear shares in Q2 2026, an estimated $9.54K.
  • AtlasClear made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1746 holding.
  • Arkadios Wealth Advisors first reported a position in AtlasClear in Q2 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held AtlasClear as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.