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Carl P. Sherr & Co’s AMES National ATLO Stock Holding History

Carl P. Sherr & Co’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
2025
Q4 		– Sell
-9,980
Closed -$202K – 129
2025
Q3 		$202K Buy
+9,980
New +$192K 0.1% 113
2024
Q4 		– Sell
-16,600
Closed -$303K – 119
2024
Q3 		$303K Sell
16,600
-8,400
-34% -$162K 0.16% 101
2024
Q2 		$512K Sell
25,000
-1,000
-4% -$20K 0.29% 75
2024
Q1 		$525K Sell
26,000
-5,464
-17% -$107K 0.3% 75
2023
Q4 		$671K Buy
31,464
+410
+1% +$7.5K 0.41% 61
2023
Q3 		$515K Sell
31,054
-3,791
-11% -$69.8K 0.35% 67
2023
Q2 		$628K Sell
34,845
-1,590
-4% -$29.9K 0.41% 60
2023
Q1 		$758K Sell
36,435
-2,793
-7% -$65.2K 0.54% 47
2022
Q4 		$926K Buy
39,228
+107
+0.3% +$2.43K 0.7% 39
2022
Q3 		$868K Buy
39,121
+8
+0% +$177 0.69% 39
2022
Q2 		$868K Buy
39,113
+7
+0% +$163 0.65% 40
2022
Q1 		$972K Buy
39,106
+1,106
+3% +$27.1K 0.66% 38
2021
Q4 		$931K Buy
+38,000
New +$919K 0.56% 51

Other funds holding ATLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
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
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ANC
Ames National Corp Ames, Iowa $167M AUM 13.46% 1-Year Est. Return

Carl P. Sherr & Co's ATLO Position: Q4 2025 in Review

Carl P. Sherr & Co sold out of AMES National (ATLO) in Q4 2025, closing a stake of 9,980 shares — an estimated $202K sold.

Carl P. Sherr & Co first reported a position in ATLO in Q4 2021 and held it in 13 quarters. The position peaked at $972K in Q1 2022. 81 funds tracked by Wall St. Rank hold ATLO as of Q4 2025.

  • Carl P. Sherr & Co reported no remaining AMES National position as of Q4 2025 after selling out during the quarter.
  • Carl P. Sherr & Co sold 9,980 AMES National shares in Q4 2025, an estimated $202K.
  • Carl P. Sherr & Co first reported a position in AMES National in Q4 2021 and held it in 13 quarters.
  • Carl P. Sherr & Co's AMES National position peaked at $972K in Q1 2022.
  • 81 funds tracked by Wall St. Rank held AMES National as of Q4 2025.

Based on Carl P. Sherr & Co's 13F filing for Q4 2025, filed 9 Feb 2026.