Diversify Advisory Services
ATCH icon

Diversify Advisory Services’s ATLASCLEAR HOLDINGS INC ATCH Stock Holding History

Diversify Advisory Services’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 		$10.8K Hold
61,000
– – ﹤0.01% 1271
2026
Q2 		$11K Buy
+61,000
New +$14.5K ﹤0.01% 1250

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 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Diversify Advisory Services's ATCH Position: Q3 2026 in Review

Diversify Advisory Services held its ATLASCLEAR HOLDINGS INC (ATCH) position steady in Q3 2026 at 61,000 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Diversify Advisory Services first reported a position in ATCH in Q2 2026 and has held it in 2 quarters since. The position peaked at $11K in Q2 2026. 20 funds tracked by Wall St. Rank hold ATCH as of Q3 2026.

  • Diversify Advisory Services held 61,000 shares of ATLASCLEAR HOLDINGS INC worth $10.8K as of Q3 2026.
  • Diversify Advisory Services left its ATLASCLEAR HOLDINGS INC share count unchanged in Q3 2026.
  • ATLASCLEAR HOLDINGS INC made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1271 holding.
  • Diversify Advisory Services first reported a position in ATLASCLEAR HOLDINGS INC in Q2 2026 and has held it in 2 quarters since.
  • Diversify Advisory Services's ATLASCLEAR HOLDINGS INC position peaked at $11K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held ATLASCLEAR HOLDINGS INC as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.