RFP
ATLC icon

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
Q2 		– Sell
-2
Closed -$105 – 622
2026
Q1 		$105 Buy
+2
New +$112 ﹤0.01% 3271

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

Root Financial Partners's ATLC Position: Q2 2026 in Review

Root Financial Partners sold out of Atlanticus Holdings (ATLC) in Q2 2026, closing a stake of 2 shares — an estimated $105 sold.

Root Financial Partners first reported a position in ATLC in Q1 2026 and held it in 1 quarter. The position peaked at $105 in Q1 2026. 147 funds tracked by Wall St. Rank hold ATLC as of Q2 2026.

  • Root Financial Partners reported no remaining Atlanticus Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2 Atlanticus Holdings shares in Q2 2026, an estimated $105.
  • Root Financial Partners first reported a position in Atlanticus Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Atlanticus Holdings position peaked at $105 in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.