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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
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
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Steward Partners Investment Advisory's ATLC Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Atlanticus Holdings (ATLC) in Q4 2025, closing a stake of 1,371 shares — an estimated $80.3K sold.

Steward Partners Investment Advisory first reported a position in ATLC in Q1 2025 and held it in 2 quarters. The position peaked at $82.1K in Q1 2025. 107 funds tracked by Wall St. Rank hold ATLC as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Atlanticus Holdings position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,371 Atlanticus Holdings shares in Q4 2025, an estimated $80.3K.
  • Steward Partners Investment Advisory first reported a position in Atlanticus Holdings in Q1 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Atlanticus Holdings position peaked at $82.1K in Q1 2025.
  • 107 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.