Foster Group’s AMES National ATLO Stock Holding History

Foster Group’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	$294K	Buy	9,931 +78	+0.8%	+$2.25K	0.01%	246
2026 Q1	$278K	Buy	9,853 +88	+0.9%	+$2.31K	0.01%	221
2025 Q4	$224K	Buy	+9,765	New	+$210K	0.01%	267
2024 Q3	–	Sell	-13,653	Closed	-$280K	–	205
2024 Q2	$280K	Buy	13,653 +113	+0.8%	+$2.26K	0.01%	167
2024 Q1	$273K	Buy	13,540 +254	+2%	+$4.98K	0.01%	166
2023 Q4	$220K	Hold	13,286	–	–	0.01%	157
2023 Q3	$220K	Buy	13,286 +124	+0.9%	+$2.28K	0.01%	157
2023 Q2	$237K	Buy	13,162 +127	+1%	+$2.39K	0.01%	156
2023 Q1	$271K	Buy	13,035 +95	+0.7%	+$2.22K	0.02%	138
2022 Q4	$306K	Buy	12,940 +99	+0.8%	+$2.25K	0.02%	122
2022 Q3	$285K	Buy	12,841 +99	+0.8%	+$2.19K	0.02%	115
2022 Q2	$283K	Buy	12,742 +93	+0.7%	+$2.17K	0.02%	118
2022 Q1	$314K	Buy	12,649 +86	+0.7%	+$2.1K	0.03%	110
2021 Q4	$308K	Buy	12,563 +84	+0.7%	+$2.03K	0.03%	112
2021 Q3	$290K	Buy	12,479 +86	+0.7%	+$2.03K	0.03%	112
2021 Q2	$304K	Buy	12,393 +79	+0.6%	+$2K	0.04%	107
2021 Q1	$315K	Buy	12,314 +85	+0.7%	+$2.07K	0.05%	102
2020 Q4	$302K	Buy	+12,229	New	+$260K	0.06%	87

Other funds holding ATLO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Foster Group's ATLO Position: Q2 2026 in Review

Foster Group increased its AMES National (ATLO) stake by 0.79% in Q2 2026, buying an estimated $2.25K and bringing the position to 9,931 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #246.

Foster Group first reported a position in ATLO in Q4 2020 and has held it in 18 quarters since. The position peaked at $315K in Q1 2021. 9 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

Foster Group held 9,931 shares of AMES National worth $294K as of Q2 2026.
Foster Group bought 78 AMES National shares in Q2 2026, an estimated $2.25K.
AMES National made up 0.01% of Foster Group's portfolio in Q2 2026, its #246 holding.
Foster Group first reported a position in AMES National in Q4 2020 and has held it in 18 quarters since.
Foster Group's AMES National position peaked at $315K in Q1 2021.
9 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.