Principal Financial Group
ATLC icon

Principal Financial Group’s Atlanticus Holdings ATLC Stock Holding History

Principal Financial Group’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
Q3 		$3.13M Buy
+35,714
New +$3.46M ﹤0.01% 1788
2026
Q1 		– Sell
-10,752
Closed -$720K – 2187
2025
Q4 		$720K Buy
10,752
+3,442
+47% +$202K ﹤0.01% 2003
2025
Q3 		$428K Sell
7,310
-1,351
-16% -$81.6K ﹤0.01% 2075
2025
Q2 		$474K Buy
+8,661
New +$450K ﹤0.01% 2001
2022
Q2 		– Sell
-3,983
Closed -$206K – 2513
2022
Q1 		$206K Sell
3,983
-2,100
-35% -$126K ﹤0.01% 2329
2021
Q4 		$434K Buy
+6,083
New +$407K ﹤0.01% 2159

Other funds holding ATLC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group's ATLC Position: Q3 2026 in Review

Principal Financial Group opened a new position in Atlanticus Holdings (ATLC) in Q3 2026: 35,714 shares worth $3.13M. The stake represents ﹤0.01% of the portfolio and ranks #1788 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in ATLC as recently as Q4 2025.

Principal Financial Group first reported a position in ATLC in Q4 2021 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold ATLC as of Q3 2026.

  • Principal Financial Group held 35,714 shares of Atlanticus Holdings worth $3.13M as of Q3 2026.
  • Atlanticus Holdings was a new Principal Financial Group position in Q3 2026.
  • Atlanticus Holdings made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1788 holding.
  • Principal Financial Group first reported a position in Atlanticus Holdings in Q4 2021 and has held it in 6 quarters since.
  • 66 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.