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Allworth Financial’s AMES National ATLO Stock Holding History

Allworth Financial’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.94K Buy
133
+80
+151% +$2.31K ﹤0.01% 4241
2026
Q1 		$1.5K Buy
53
+10
+23% +$262 ﹤0.01% 4446
2025
Q4 		$988 Buy
43
+10
+30% +$215 ﹤0.01% 4358
2025
Q3 		$668 Buy
33
+25
+313% +$481 ﹤0.01% 4365
2025
Q2 		$143 Buy
+8
New +$139 ﹤0.01% 4358

Other funds holding ATLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

Allworth Financial's ATLO Position: Q2 2026 in Review

Allworth Financial increased its AMES National (ATLO) stake by 151% in Q2 2026, buying an estimated $2.31K and bringing the position to 133 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #4241.

Allworth Financial first reported a position in ATLO in Q2 2025 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • Allworth Financial held 133 shares of AMES National worth $3.94K as of Q2 2026.
  • Allworth Financial bought 80 AMES National shares in Q2 2026, an estimated $2.31K.
  • AMES National made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4241 holding.
  • Allworth Financial first reported a position in AMES National in Q2 2025 and has held it in 5 quarters since.
  • 100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.