TWD
ATLC icon

True Wealth Design’s Atlanticus Holdings ATLC Stock Holding History

True Wealth Design’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
-5
Closed -$263 – 2673
2026
Q1 		$263 Hold
5
– – ﹤0.01% 2265
2025
Q4 		$335 Hold
5
– – ﹤0.01% 2086
2025
Q3 		$293 Hold
5
– – ﹤0.01% 2197
2025
Q2 		$274 Hold
5
– – ﹤0.01% 1976
2025
Q1 		$256 Buy
+5
New +$273 ﹤0.01% 1853

Other funds holding ATLC

ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's ATLC Position: Q2 2026 in Review

True Wealth Design sold out of Atlanticus Holdings (ATLC) in Q2 2026, closing a stake of 5 shares — an estimated $263 sold.

True Wealth Design first reported a position in ATLC in Q1 2025 and held it in 5 quarters. The position peaked at $335 in Q4 2025. 12 funds tracked by Wall St. Rank hold ATLC as of Q2 2026.

  • True Wealth Design reported no remaining Atlanticus Holdings position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 5 Atlanticus Holdings shares in Q2 2026, an estimated $263.
  • True Wealth Design first reported a position in Atlanticus Holdings in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Atlanticus Holdings position peaked at $335 in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.