AWA
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Arkadios Wealth Advisors’s AMES National ATLO Stock Holding History

Arkadios Wealth Advisors’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 		$623K Hold
22,062
– – 0.01% 1005
2025
Q4 		$507K Buy
+22,062
New +$474K 0.01% 1001

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

Arkadios Wealth Advisors's ATLO Position: Q1 2026 in Review

Arkadios Wealth Advisors held its AMES National (ATLO) position steady in Q1 2026 at 22,062 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #1005.

Arkadios Wealth Advisors first reported a position in ATLO in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold ATLO as of Q1 2026.

  • Arkadios Wealth Advisors held 22,062 shares of AMES National worth $623K as of Q1 2026.
  • Arkadios Wealth Advisors left its AMES National share count unchanged in Q1 2026.
  • AMES National made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1005 holding.
  • Arkadios Wealth Advisors first reported a position in AMES National in Q4 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held AMES National as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.