UBS AM
ATLC icon

UBS AM’s Atlanticus Holdings ATLC Stock Holding History

UBS AM’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
Q1 		$458K Buy
8,726
+140
+2% +$7.83K ﹤0.01% 2578
2025
Q4 		$575K Buy
8,586
+19
+0.2% +$1.12K ﹤0.01% 2299
2025
Q3 		$502K Sell
8,567
-2,567
-23% -$155K ﹤0.01% 2155
2025
Q2 		$610K Buy
11,134
+5,134
+86% +$267K ﹤0.01% 2465
2025
Q1 		$307K Buy
+6,000
New +$328K ﹤0.01% 2553

Other funds holding ATLC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS AM's ATLC Position: Q1 2026 in Review

UBS AM increased its Atlanticus Holdings (ATLC) stake by 1.6% in Q1 2026, buying an estimated $7.83K and bringing the position to 8,726 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

UBS AM first reported a position in ATLC in Q1 2025 and has held it in 5 quarters since. The position peaked at $610K in Q2 2025. 108 funds tracked by Wall St. Rank hold ATLC as of Q1 2026.

  • UBS AM held 8,726 shares of Atlanticus Holdings worth $458K as of Q1 2026.
  • UBS AM bought 140 Atlanticus Holdings shares in Q1 2026, an estimated $7.83K.
  • Atlanticus Holdings made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2578 holding.
  • UBS AM first reported a position in Atlanticus Holdings in Q1 2025 and has held it in 5 quarters since.
  • UBS AM's Atlanticus Holdings position peaked at $610K in Q2 2025.
  • 108 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.