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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
Q3 		$1.54K Hold
49
– – ﹤0.01% 2019
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

Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's ATLO Position: Q3 2026 in Review

Essential Partners held its AMES National (ATLO) position steady in Q3 2026 at 49 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Essential Partners first reported a position in ATLO in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.64K in Q1 2026. 9 funds tracked by Wall St. Rank hold ATLO as of Q3 2026.

  • Essential Partners held 49 shares of AMES National worth $1.54K as of Q3 2026.
  • Essential Partners left its AMES National share count unchanged in Q3 2026.
  • AMES National made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2019 holding.
  • Essential Partners first reported a position in AMES National in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's AMES National position peaked at $3.64K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held AMES National as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.