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USA FINANCIAL FORMULAS’s Atlanticus Holdings ATLC Stock Holding History

USA FINANCIAL FORMULAS’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 		$77.8K Buy
+761
New +$61.7K 0.01% 216

Other funds holding ATLC

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

USA FINANCIAL FORMULAS's ATLC Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Atlanticus Holdings (ATLC) in Q2 2026: 761 shares worth $77.8K. The stake represents 0.01% of the portfolio and ranks #216 among its holdings.

29 funds tracked by Wall St. Rank hold ATLC as of Q2 2026.

  • USA FINANCIAL FORMULAS held 761 shares of Atlanticus Holdings worth $77.8K as of Q2 2026.
  • Atlanticus Holdings was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Atlanticus Holdings made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #216 holding.
  • 29 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.