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Steward Partners Investment Advisory’s Atlanticus Holdings ATLC Stock Holding History

Steward Partners Investment Advisory’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 		$2.04K Buy
+20
New +$1.62K ﹤0.01% 4228
2025
Q4 		– Sell
-1,371
Closed -$80.3K – 4319
2025
Q3 		$80.3K Buy
+1,371
New +$82.8K ﹤0.01% 2357
2025
Q2 		– Sell
-1,605
Closed -$82.1K – 4127
2025
Q1 		$82.1K Buy
+1,605
New +$87.6K ﹤0.01% 2129

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

Steward Partners Investment Advisory's ATLC Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Atlanticus Holdings (ATLC) in Q2 2026: 20 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #4228 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in ATLC as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in ATLC in Q1 2025 and has held it in 3 quarters since. The position peaked at $82.1K in Q1 2025. 148 funds tracked by Wall St. Rank hold ATLC as of Q2 2026.

  • Steward Partners Investment Advisory held 20 shares of Atlanticus Holdings worth $2.04K as of Q2 2026.
  • Atlanticus Holdings was a new Steward Partners Investment Advisory position in Q2 2026.
  • Atlanticus Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4228 holding.
  • Steward Partners Investment Advisory first reported a position in Atlanticus Holdings in Q1 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Atlanticus Holdings position peaked at $82.1K in Q1 2025.
  • 148 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.