Raymond James Financial
ATLC icon

Raymond James Financial’s Atlanticus Holdings ATLC Stock Holding History

Raymond James Financial’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 		$879K Sell
16,757
-660
-4% -$36.9K ﹤0.01% 3952
2025
Q4 		$1.17M Buy
+17,417
New +$1.02M ﹤0.01% 3681
2025
Q3 		– Sell
-243
Closed -$13.3K – 5086
2025
Q2 		$13.3K Buy
+243
New +$12.6K ﹤0.01% 5784

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

Raymond James Financial's ATLC Position: Q1 2026 in Review

Raymond James Financial reduced its Atlanticus Holdings (ATLC) stake by 3.8% in Q1 2026, selling an estimated $36.9K and leaving 16,757 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #3952.

Raymond James Financial first reported a position in ATLC in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

  • Raymond James Financial held 16,757 shares of Atlanticus Holdings worth $879K as of Q1 2026.
  • Raymond James Financial sold 660 Atlanticus Holdings shares in Q1 2026, an estimated $36.9K.
  • Atlanticus Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3952 holding.
  • Raymond James Financial first reported a position in Atlanticus Holdings in Q2 2025 and has held it in 3 quarters since.
  • Raymond James Financial's Atlanticus Holdings position peaked at $1.17M in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.