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Dakota Wealth Management’s AtlasClear ATCH Stock Holding History

Dakota Wealth Management’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
2025
Q4 		– Sell
-50,000
Closed -$25.5K – 819
2025
Q3 		$25.5K Buy
+50,000
New +$15.9K ﹤0.01% 643

Other funds holding ATCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return

Dakota Wealth Management's ATCH Position: Q4 2025 in Review

Dakota Wealth Management sold out of AtlasClear (ATCH) in Q4 2025, closing a stake of 50,000 shares — an estimated $25.5K sold.

Dakota Wealth Management first reported a position in ATCH in Q3 2025 and held it in 1 quarter. The position peaked at $25.5K in Q3 2025. 24 funds tracked by Wall St. Rank hold ATCH as of Q4 2025.

  • Dakota Wealth Management reported no remaining AtlasClear position as of Q4 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 50,000 AtlasClear shares in Q4 2025, an estimated $25.5K.
  • Dakota Wealth Management first reported a position in AtlasClear in Q3 2025 and held it in 1 quarter.
  • Dakota Wealth Management's AtlasClear position peaked at $25.5K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held AtlasClear as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.