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Clarity Asset Management’s AMES National ATLO Stock Holding History

Clarity Asset Management’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 		– Sell
-5,124
Closed -$145K – 78
2026
Q1 		$145K Buy
5,124
+46
+0.9% +$1.21K 0.07% 80
2025
Q4 		$117K Buy
5,078
+42
+0.8% +$903 0.06% 57
2025
Q3 		$102K Buy
5,036
+49
+1% +$943 0.06% 62
2025
Q2 		$88.8K Buy
4,987
+56
+1% +$974 0.05% 65
2025
Q1 		$86.4K Buy
4,931
+53
+1% +$948 0.06% 59
2024
Q4 		$80.1K Buy
4,878
+3,021
+163% +$52.2K 0.05% 64
2024
Q3 		$33.9K Buy
1,857
+27
+1% +$519 0.02% 120
2024
Q2 		$37.5K Buy
1,830
+23
+1% +$460 0.03% 111
2024
Q1 		$36.5K Buy
1,807
+26
+1% +$510 0.03% 118
2023
Q4 		$38K Buy
+1,781
New +$32.6K 0.03% 112

Other funds holding ATLO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Clarity Asset Management's ATLO Position: Q2 2026 in Review

Clarity Asset Management sold out of AMES National (ATLO) in Q2 2026, closing a stake of 5,124 shares — an estimated $145K sold.

Clarity Asset Management first reported a position in ATLO in Q4 2023 and held it in 10 quarters. The position peaked at $145K in Q1 2026. 12 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • Clarity Asset Management reported no remaining AMES National position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 5,124 AMES National shares in Q2 2026, an estimated $145K.
  • Clarity Asset Management first reported a position in AMES National in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's AMES National position peaked at $145K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.