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
Q2 		$654K Buy
22,077
+15
+0.1% +$434 0.01% 983
2026
Q1 		$623K Hold
22,062
– – 0.01% 1005
2025
Q4 		$507K Buy
+22,062
New +$474K 0.01% 1001

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

Arkadios Wealth Advisors's ATLO Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its AMES National (ATLO) stake by 0.07% in Q2 2026, buying an estimated $434 and bringing the position to 22,077 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #983.

Arkadios Wealth Advisors first reported a position in ATLO in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • Arkadios Wealth Advisors held 22,077 shares of AMES National worth $654K as of Q2 2026.
  • Arkadios Wealth Advisors bought 15 AMES National shares in Q2 2026, an estimated $434.
  • AMES National made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #983 holding.
  • Arkadios Wealth Advisors first reported a position in AMES National in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.