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EverSource Wealth Advisors’s Atlanticus Holdings ATLC Stock Holding History

EverSource Wealth Advisors’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 		$210 Buy
+4
New +$224 ﹤0.01% 4191
2025
Q2 		– Sell
-2
Closed -$102 – 4258
2025
Q1 		$102 Buy
+2
New +$109 ﹤0.01% 3826

Other funds holding ATLC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EverSource Wealth Advisors's ATLC Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in Atlanticus Holdings (ATLC) in Q1 2026: 4 shares worth $210. The stake represents ﹤0.01% of the portfolio and ranks #4191 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in ATLC as recently as Q1 2025.

EverSource Wealth Advisors first reported a position in ATLC in Q1 2025 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

  • EverSource Wealth Advisors held 4 shares of Atlanticus Holdings worth $210 as of Q1 2026.
  • Atlanticus Holdings was a new EverSource Wealth Advisors position in Q1 2026.
  • Atlanticus Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4191 holding.
  • EverSource Wealth Advisors first reported a position in Atlanticus Holdings in Q1 2025 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.