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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
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

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial's ATLO Position: Q1 2026 in Review

Allworth Financial increased its AMES National (ATLO) stake by 23% in Q1 2026, buying an estimated $262 and bringing the position to 53 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4446.

Allworth Financial first reported a position in ATLO in Q2 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold ATLO as of Q1 2026.

  • Allworth Financial held 53 shares of AMES National worth $1.5K as of Q1 2026.
  • Allworth Financial bought 10 AMES National shares in Q1 2026, an estimated $262.
  • AMES National made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4446 holding.
  • Allworth Financial first reported a position in AMES National in Q2 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held AMES National as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.