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Essential Partners’s AMES National ATLO Stock Holding History

Essential Partners’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 		$1.45K Sell
49
-80
-62% -$2.31K ﹤0.01% 2098
2026
Q1 		$3.64K Hold
129
– – ﹤0.01% 1732
2025
Q4 		$2.96K Sell
129
-2
-2% -$43 ﹤0.01% 1651
2025
Q3 		$2.65K Buy
131
+104
+385% +$2K ﹤0.01% 1697
2025
Q2 		$481 Buy
+27
New +$470 ﹤0.01% 1713

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

Essential Partners's ATLO Position: Q2 2026 in Review

Essential Partners reduced its AMES National (ATLO) stake by 62% in Q2 2026, selling an estimated $2.31K and leaving 49 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Essential Partners first reported a position in ATLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.64K in Q1 2026. 100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • Essential Partners held 49 shares of AMES National worth $1.45K as of Q2 2026.
  • Essential Partners sold 80 AMES National shares in Q2 2026, an estimated $2.31K.
  • AMES National made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2098 holding.
  • Essential Partners first reported a position in AMES National in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's AMES National position peaked at $3.64K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.