Jones Financial Companies
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Jones Financial Companies’s Atlanticus Holdings ATLC Stock Holding History

Jones Financial Companies’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 		$24.2K Buy
459
+283
+161% +$15.8K ﹤0.01% 3223
2025
Q4 		$11.8K Sell
176
-148
-46% -$8.71K ﹤0.01% 3147
2025
Q3 		$20.5K Buy
324
+51
+19% +$3.08K ﹤0.01% 2787
2025
Q2 		$14.6K Buy
273
+197
+259% +$10.2K ﹤0.01% 2727
2025
Q1 		$3.94K Buy
+76
New +$4.15K ﹤0.01% 3029

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

Jones Financial Companies's ATLC Position: Q1 2026 in Review

Jones Financial Companies increased its Atlanticus Holdings (ATLC) stake by 161% in Q1 2026, buying an estimated $15.8K and bringing the position to 459 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3223.

Jones Financial Companies first reported a position in ATLC in Q1 2025 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

  • Jones Financial Companies held 459 shares of Atlanticus Holdings worth $24.2K as of Q1 2026.
  • Jones Financial Companies bought 283 Atlanticus Holdings shares in Q1 2026, an estimated $15.8K.
  • Atlanticus Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3223 holding.
  • Jones Financial Companies first reported a position in Atlanticus Holdings in Q1 2025 and has held it in 5 quarters since.
  • 108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.