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 Q3	$314K	Buy	10,004 +73	+0.7%	+$2.27K	0.01%	238
2026 Q2	$294K	Buy	9,931 +78	+0.8%	+$2.26K	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%	+$2.16K	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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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 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

Foster Group's ATLO Position: Q3 2026 in Review

Foster Group increased its AMES National (ATLO) stake by 0.74% in Q3 2026, buying an estimated $2.27K and bringing the position to 10,004 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #238.

Foster Group first reported a position in ATLO in Q4 2020 and has held it in 19 quarters since. The position peaked at $315K in Q1 2021. 9 funds tracked by Wall St. Rank hold ATLO as of Q3 2026.

Foster Group held 10,004 shares of AMES National worth $314K as of Q3 2026.
Foster Group bought 73 AMES National shares in Q3 2026, an estimated $2.27K.
AMES National made up 0.01% of Foster Group's portfolio in Q3 2026, its #238 holding.
Foster Group first reported a position in AMES National in Q4 2020 and has held it in 19 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 Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.