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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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. 148 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.
148 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.