Root Financial Partners’s Atlanticus Holdings ATLC Stock Holding History

Root Financial Partners’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	$105	Buy	+2	New	+$112	﹤0.01%	3271

Other funds holding ATLC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Root Financial Partners's ATLC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Atlanticus Holdings (ATLC) in Q1 2026: 2 shares worth $105. The stake represents ﹤0.01% of the portfolio and ranks #3271 among its holdings.

108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

Root Financial Partners held 2 shares of Atlanticus Holdings worth $105 as of Q1 2026.
Atlanticus Holdings was a new Root Financial Partners position in Q1 2026.
Atlanticus Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3271 holding.
108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.