LRI Investments’s Atlanticus Holdings ATLC Stock Holding History

LRI Investments’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	$256K	Buy	+2,500	New	+$203K	0.02%	283

Other funds holding ATLC

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return