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Coldstream Capital Management’s AMES National ATLO Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-83
Closed -$1.46K – 1292
2025
Q1 		$1.46K Buy
+83
New +$1.48K ﹤0.01% 3091

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
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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coldstream Capital Management's ATLO Position: Q2 2025 in Review

Coldstream Capital Management sold out of AMES National (ATLO) in Q2 2025, closing a stake of 83 shares — an estimated $1.46K sold.

Coldstream Capital Management first reported a position in ATLO in Q1 2025 and held it in 1 quarter. The position peaked at $1.46K in Q1 2025. 69 funds tracked by Wall St. Rank hold ATLO as of Q2 2025.

  • Coldstream Capital Management reported no remaining AMES National position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 83 AMES National shares in Q2 2025, an estimated $1.46K.
  • Coldstream Capital Management first reported a position in AMES National in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's AMES National position peaked at $1.46K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held AMES National as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.