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Farther Finance Advisors’s AMES National ATLO Stock Holding History

Farther Finance 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 		$535 Sell
18
-132
-88% -$3.82K ﹤0.01% 5521
2026
Q1 		$4.26K Buy
150
+1
+0.7% +$26 ﹤0.01% 4571
2025
Q4 		$3.42K Buy
149
+16
+12% +$344 ﹤0.01% 4480
2025
Q3 		$2.69K Buy
+133
New +$2.56K ﹤0.01% 4027
2024
Q4 		– Sell
-10
Closed -$182 – 4008
2024
Q3 		$182 Sell
10
-50
-83% -$962 ﹤0.01% 3675
2024
Q2 		$1.2K Buy
60
+50
+500% +$1K ﹤0.01% 2999
2024
Q1 		$196 Buy
+10
New +$196 ﹤0.01% 3280

Other funds holding ATLO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Farther Finance Advisors's ATLO Position: Q2 2026 in Review

Farther Finance Advisors reduced its AMES National (ATLO) stake by 88% in Q2 2026, selling an estimated $3.82K and leaving 18 shares worth $535. The position accounts for ﹤0.01% of the portfolio, ranked #5521.

Farther Finance Advisors first reported a position in ATLO in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.26K in Q1 2026. 12 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • Farther Finance Advisors held 18 shares of AMES National worth $535 as of Q2 2026.
  • Farther Finance Advisors sold 132 AMES National shares in Q2 2026, an estimated $3.82K.
  • AMES National made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5521 holding.
  • Farther Finance Advisors first reported a position in AMES National in Q1 2024 and has held it in 7 quarters since.
  • Farther Finance Advisors's AMES National position peaked at $4.26K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.