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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
Q2 		$3.02K Buy
102
+13
+15% +$376 ﹤0.01% 3529
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

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

EverSource Wealth Advisors's ATLO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its AMES National (ATLO) stake by 15% in Q2 2026, buying an estimated $376 and bringing the position to 102 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3529.

EverSource Wealth Advisors first reported a position in ATLO in Q1 2025 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • EverSource Wealth Advisors held 102 shares of AMES National worth $3.02K as of Q2 2026.
  • EverSource Wealth Advisors bought 13 AMES National shares in Q2 2026, an estimated $376.
  • AMES National made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3529 holding.
  • EverSource Wealth Advisors first reported a position in AMES National in Q1 2025 and has held it in 6 quarters since.
  • 100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.