Synergy Asset Management’s AtlasClear ATCH Stock Holding History

Synergy Asset Management’s Portfolio ATCH Stock Details ATCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-31,303	Closed	-$16K	–	310
2025 Q3	$16K	Buy	+31,303	New	+$9.97K	﹤0.01%	251

Other funds holding ATCH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return

Synergy Asset Management's ATCH Position: Q4 2025 in Review

Synergy Asset Management sold out of AtlasClear (ATCH) in Q4 2025, closing a stake of 31,303 shares — an estimated $16K sold.

Synergy Asset Management first reported a position in ATCH in Q3 2025 and held it in 1 quarter. The position peaked at $16K in Q3 2025. 24 funds tracked by Wall St. Rank hold ATCH as of Q4 2025.

Synergy Asset Management reported no remaining AtlasClear position as of Q4 2025 after selling out during the quarter.
Synergy Asset Management sold 31,303 AtlasClear shares in Q4 2025, an estimated $16K.
Synergy Asset Management first reported a position in AtlasClear in Q3 2025 and held it in 1 quarter.
Synergy Asset Management's AtlasClear position peaked at $16K in Q3 2025.
24 funds tracked by Wall St. Rank held AtlasClear as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.