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
Q2 		$892K Hold
8,726
– – ﹤0.01% 2379
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 $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
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

UBS AM's ATLC Position: Q2 2026 in Review

UBS AM held its Atlanticus Holdings (ATLC) position steady in Q2 2026 at 8,726 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

UBS AM first reported a position in ATLC in Q1 2025 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold ATLC as of Q2 2026.

  • UBS AM held 8,726 shares of Atlanticus Holdings worth $892K as of Q2 2026.
  • UBS AM left its Atlanticus Holdings share count unchanged in Q2 2026.
  • Atlanticus Holdings made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2379 holding.
  • UBS AM first reported a position in Atlanticus Holdings in Q1 2025 and has held it in 6 quarters since.
  • 148 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.