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Sierra Summit Advisors’s Atlanticus Holdings ATLC Stock Holding History

Sierra Summit Advisors’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
2025
Q3 		– Sell
-12,086
Closed -$662K – 180
2025
Q2 		$662K Buy
+12,086
New +$627K 0.12% 131

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sierra Summit Advisors's ATLC Position: Q3 2025 in Review

Sierra Summit Advisors sold out of Atlanticus Holdings (ATLC) in Q3 2025, closing a stake of 12,086 shares — an estimated $662K sold.

Sierra Summit Advisors first reported a position in ATLC in Q2 2025 and held it in 1 quarter. The position peaked at $662K in Q2 2025. 112 funds tracked by Wall St. Rank hold ATLC as of Q3 2025.

  • Sierra Summit Advisors reported no remaining Atlanticus Holdings position as of Q3 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 12,086 Atlanticus Holdings shares in Q3 2025, an estimated $662K.
  • Sierra Summit Advisors first reported a position in Atlanticus Holdings in Q2 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's Atlanticus Holdings position peaked at $662K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q3 2025.

Based on Sierra Summit Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.