EWA
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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
Q2 		$4.19K Buy
41
+37
+925% +$3K ﹤0.01% 3369
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 $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

EverSource Wealth Advisors's ATLC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Atlanticus Holdings (ATLC) stake by 925% in Q2 2026, buying an estimated $3K and bringing the position to 41 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

EverSource Wealth Advisors first reported a position in ATLC in Q1 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold ATLC as of Q2 2026.

  • EverSource Wealth Advisors held 41 shares of Atlanticus Holdings worth $4.19K as of Q2 2026.
  • EverSource Wealth Advisors bought 37 Atlanticus Holdings shares in Q2 2026, an estimated $3K.
  • Atlanticus Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3369 holding.
  • EverSource Wealth Advisors first reported a position in Atlanticus Holdings in Q1 2025 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.