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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

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

LRI Investments's ATLC Position: Q2 2026 in Review

LRI Investments opened a new position in Atlanticus Holdings (ATLC) in Q2 2026: 2,500 shares worth $256K. The stake represents 0.02% of the portfolio and ranks #283 among its holdings.

148 funds tracked by Wall St. Rank hold ATLC as of Q2 2026.

  • LRI Investments held 2,500 shares of Atlanticus Holdings worth $256K as of Q2 2026.
  • Atlanticus Holdings was a new LRI Investments position in Q2 2026.
  • Atlanticus Holdings made up 0.02% of LRI Investments's portfolio in Q2 2026, its #283 holding.
  • 148 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.