Creative Planning’s Atlanticus Holdings ATLC Stock Holding History

Creative Planning’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	$520K	Buy	9,917 +3,626	+58%	+$203K	﹤0.01%	3002
2025 Q4	$421K	Buy	6,291 +1,111	+21%	+$65.3K	﹤0.01%	2985
2025 Q3	$303K	Buy	+5,180	New	+$313K	﹤0.01%	3132
2025 Q1	–	Sell	-392	Closed	-$21.9K	–	3485
2024 Q4	$21.9K	Buy	+392	New	+$18.6K	﹤0.01%	3331
2015 Q2	–	Sell	-1,000	Closed	-$2K	–	1228
2015 Q1	$2K	Hold	1,000	–	–	﹤0.01%	3843
2014 Q4	$2K	Hold	1,000	–	–	﹤0.01%	3791
2014 Q3	$2K	Hold	1,000	–	–	﹤0.01%	3630
2014 Q2	$3K	Hold	1,000	–	–	﹤0.01%	3384
2014 Q1	$2K	Hold	1,000	–	–	﹤0.01%	3339
2013 Q4	$4K	Hold	1,000	–	–	﹤0.01%	2894
2013 Q3	$4K	Buy	+1,000	New	+$3.66K	﹤0.01%	2783

Other funds holding ATLC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's ATLC Position: Q1 2026 in Review

Creative Planning increased its Atlanticus Holdings (ATLC) stake by 58% in Q1 2026, buying an estimated $203K and bringing the position to 9,917 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

Creative Planning first reported a position in ATLC in Q3 2013 and has held it in 11 quarters since. 108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

Creative Planning held 9,917 shares of Atlanticus Holdings worth $520K as of Q1 2026.
Creative Planning bought 3,626 Atlanticus Holdings shares in Q1 2026, an estimated $203K.
Atlanticus Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3002 holding.
Creative Planning first reported a position in Atlanticus Holdings in Q3 2013 and has held it in 11 quarters since.
108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.