City State Bank’s AMES National ATLO Stock Holding History

City State Bank’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	$7.11K	Hold	240	–	–	﹤0.01%	592
2026 Q1	$6.77K	Sell	240 -60	-20%	-$1.57K	﹤0.01%	580
2025 Q4	$6.89K	Hold	300	–	–	﹤0.01%	567
2025 Q3	$6.07K	Hold	300	–	–	﹤0.01%	561
2025 Q2	$5.34K	Hold	300	–	–	﹤0.01%	569
2025 Q1	$5.26K	Hold	300	–	–	﹤0.01%	571
2024 Q4	$4.93K	Hold	300	–	–	﹤0.01%	580
2024 Q3	$5.47K	Hold	300	–	–	﹤0.01%	563
2024 Q2	$6.15K	Hold	300	–	–	﹤0.01%	534
2024 Q1	$6K	Sell	300 -1,000	-77%	-$19.6K	﹤0.01%	542
2023 Q4	$28K	Hold	1,300	–	–	0.01%	360
2023 Q3	$22K	Sell	1,300 -200	-13%	-$3.68K	0.01%	376
2023 Q2	$27K	Hold	1,500	–	–	0.01%	359
2023 Q1	$31K	Hold	1,500	–	–	0.02%	326
2022 Q4	$35K	Hold	1,500	–	–	0.02%	308
2022 Q3	$33K	Hold	1,500	–	–	0.02%	299
2022 Q2	$33K	Hold	1,500	–	–	0.02%	303
2022 Q1	$37K	Hold	1,500	–	–	0.02%	314
2021 Q4	$37K	Buy	+1,500	New	+$36.3K	0.02%	320

Other funds holding ATLO

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

City State Bank's ATLO Position: Q2 2026 in Review

City State Bank held its AMES National (ATLO) position steady in Q2 2026 at 240 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

City State Bank first reported a position in ATLO in Q4 2021 and has held it in 19 quarters since. The position peaked at $37K in Q1 2022. 17 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

City State Bank held 240 shares of AMES National worth $7.11K as of Q2 2026.
City State Bank left its AMES National share count unchanged in Q2 2026.
AMES National made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #592 holding.
City State Bank first reported a position in AMES National in Q4 2021 and has held it in 19 quarters since.
City State Bank's AMES National position peaked at $37K in Q1 2022.
17 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.