UFF
ATLC icon

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
Q3 		$39K Sell
446
-315
-41% -$30.5K 0.01% 267
2026
Q2 		$77.8K Buy
761
+576
+311% +$46.7K 0.01% 216
2026
Q1 		$9.7K Buy
185
+171
+1,221% +$9.6K ﹤0.01% 306
2025
Q4 		$937 Buy
+14
New +$823 ﹤0.01% 301

Other funds holding ATLC

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

USA Financial Formulas's ATLC Position: Q3 2026 in Review

USA Financial Formulas reduced its Atlanticus Holdings (ATLC) stake by 41% in Q3 2026, selling an estimated $30.5K and leaving 446 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #267.

USA Financial Formulas first reported a position in ATLC in Q4 2025 and has held it in 4 quarters since. The position peaked at $77.8K in Q2 2026. 9 funds tracked by Wall St. Rank hold ATLC as of Q3 2026.

  • USA Financial Formulas held 446 shares of Atlanticus Holdings worth $39K as of Q3 2026.
  • USA Financial Formulas sold 315 Atlanticus Holdings shares in Q3 2026, an estimated $30.5K.
  • Atlanticus Holdings made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #267 holding.
  • USA Financial Formulas first reported a position in Atlanticus Holdings in Q4 2025 and has held it in 4 quarters since.
  • USA Financial Formulas's Atlanticus Holdings position peaked at $77.8K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.