CARY STREET PARTNERS FINANCIAL LLC
Position in ATCH — AtlasClear Holdings, Inc.
CIK 1475045
RICHMOND, VA
Position in ATCH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$178,203
+$127,541 QoQ
Shares Held
904,586
+255.3% QoQ
Ownership
0.602%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 29 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATCH Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $33,185,925 across 11 Capital Markets names. ATCH ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,224 | $14,385,726 | |
| 2 | MS |
Morgan Stanley
|
36,745 | $7,681,174 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
65,957 | $6,614,167 | |
| 4 | SCHW |
Schwab Charles Corp
|
31,648 | $2,920,160 | |
| 5 | PJT |
PJT Partners Inc.
|
6,262 | $945,186 | |
| 6 | PIPR |
Piper Sandler Companies
|
3,012 | $217,887 | |
| 7 | PURR |
Hyperliquid Strategies Inc
|
27,425 | $215,834 | |
| 8 | ATCH |
AtlasClear Holdings, Inc.
This page
|
904,586 | $178,203 |
All Filings in ATCH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,203 | 904,586 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $50,662 | 254,586 | Shares | Defined | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||