Rockefeller Capital Management’s Atlanticus Holdings ATLC Stock Holding History

Rockefeller Capital Management’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	$491K	Sell	4,800 -160	-3%	-$13K	﹤0.01%	2100
2026 Q1	$260K	Sell	4,960 -2,000	-29%	-$112K	﹤0.01%	2334
2025 Q4	$466K	Hold	6,960	–	–	﹤0.01%	1947
2025 Q3	$408K	Buy	+6,960	New	+$420K	﹤0.01%	1868
2023 Q3	–	Sell	-5,160	Closed	-$217K	–	1503
2023 Q2	$217K	Buy	+5,160	New	+$169K	﹤0.01%	1623
2023 Q1	–	Sell	-5,160	Closed	-$135K	–	2108
2022 Q4	$135K	Hold	5,160	–	–	﹤0.01%	1860
2022 Q3	$135K	Hold	5,160	–	–	﹤0.01%	1831
2022 Q2	$181K	Hold	5,160	–	–	﹤0.01%	1679
2022 Q1	$267K	Hold	5,160	–	–	﹤0.01%	1567
2021 Q4	$368K	Sell	5,160 -2,000	-28%	-$134K	﹤0.01%	1424
2021 Q3	$379K	Hold	7,160	–	–	﹤0.01%	1359
2021 Q2	$284K	Hold	7,160	–	–	﹤0.01%	1384
2021 Q1	$217K	Buy	7,160 +160	+2%	+$4.43K	﹤0.01%	1299
2020 Q4	$172K	Hold	7,000	–	–	﹤0.01%	1244
2020 Q3	$83K	Hold	7,000	–	–	﹤0.01%	1327
2020 Q2	$72K	Hold	7,000	–	–	﹤0.01%	1286
2020 Q1	$69K	Hold	7,000	–	–	﹤0.01%	1134
2019 Q4	$63K	Hold	7,000	–	–	﹤0.01%	1089
2019 Q3	$58K	Hold	7,000	–	–	﹤0.01%	919
2019 Q2	$28K	Hold	7,000	–	–	﹤0.01%	936
2019 Q1	$24K	Buy	+7,000	New	+$25K	﹤0.01%	1162

Other funds holding ATLC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Rockefeller Capital Management's ATLC Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Atlanticus Holdings (ATLC) stake by 3.2% in Q2 2026, selling an estimated $13K and leaving 4,800 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Rockefeller Capital Management first reported a position in ATLC in Q1 2019 and has held it in 21 quarters since. 148 funds tracked by Wall St. Rank hold ATLC as of Q2 2026.

Rockefeller Capital Management held 4,800 shares of Atlanticus Holdings worth $491K as of Q2 2026.
Rockefeller Capital Management sold 160 Atlanticus Holdings shares in Q2 2026, an estimated $13K.
Atlanticus Holdings made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2100 holding.
Rockefeller Capital Management first reported a position in Atlanticus Holdings in Q1 2019 and has held it in 21 quarters since.
148 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.