B. Riley Wealth Advisors
ATCH icon

B. Riley Wealth Advisors’s ATLASCLEAR HOLDINGS INC ATCH Stock Holding History

B. Riley 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
Q3 		$4.01K Hold
20,000
– – ﹤0.01% 1090
2026
Q2 		$4.1K Hold
20,000
– – ﹤0.01% 913
2026
Q1 		$3.71K Hold
20,000
– – ﹤0.01% 889
2025
Q4 		$5.02K Buy
20,000
+10,000
+100% +$3.4K ﹤0.01% 1018
2025
Q3 		$5.1K Buy
+10,000
New +$3.18K ﹤0.01% 1063

Other funds holding ATCH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Fairway Wealth
Fairway Wealth Independence, Ohio $462M AUM 11.37% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

B. Riley Wealth Advisors's ATCH Position: Q3 2026 in Review

B. Riley Wealth Advisors held its ATLASCLEAR HOLDINGS INC (ATCH) position steady in Q3 2026 at 20,000 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

B. Riley Wealth Advisors first reported a position in ATCH in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.1K in Q3 2025. 20 funds tracked by Wall St. Rank hold ATCH as of Q3 2026.

  • B. Riley Wealth Advisors held 20,000 shares of ATLASCLEAR HOLDINGS INC worth $4.01K as of Q3 2026.
  • B. Riley Wealth Advisors left its ATLASCLEAR HOLDINGS INC share count unchanged in Q3 2026.
  • ATLASCLEAR HOLDINGS INC made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #1090 holding.
  • B. Riley Wealth Advisors first reported a position in ATLASCLEAR HOLDINGS INC in Q3 2025 and has held it in 5 quarters since.
  • B. Riley Wealth Advisors's ATLASCLEAR HOLDINGS INC position peaked at $5.1K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held ATLASCLEAR HOLDINGS INC as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.