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EverSource Wealth Advisors’s AMES National ATLO Stock Holding History

EverSource Wealth Advisors’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
Q1 		$2.51K Buy
89
+4
+5% +$105 ﹤0.01% 3564
2025
Q4 		$1.95K Buy
85
+9
+12% +$194 ﹤0.01% 3504
2025
Q3 		$1.54K Buy
76
+32
+73% +$616 ﹤0.01% 3611
2025
Q2 		$784 Buy
44
+30
+214% +$522 ﹤0.01% 3790
2025
Q1 		$245 Buy
+14
New +$250 ﹤0.01% 3656

Other funds holding ATLO

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EverSource Wealth Advisors's ATLO Position: Q1 2026 in Review

EverSource Wealth Advisors increased its AMES National (ATLO) stake by 4.7% in Q1 2026, buying an estimated $105 and bringing the position to 89 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #3564.

EverSource Wealth Advisors first reported a position in ATLO in Q1 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold ATLO as of Q1 2026.

  • EverSource Wealth Advisors held 89 shares of AMES National worth $2.51K as of Q1 2026.
  • EverSource Wealth Advisors bought 4 AMES National shares in Q1 2026, an estimated $105.
  • AMES National made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3564 holding.
  • EverSource Wealth Advisors first reported a position in AMES National in Q1 2025 and has held it in 5 quarters since.
  • 89 funds tracked by Wall St. Rank held AMES National as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.