Fourthstone LLC’s AMES National ATLO Stock Holding History

Fourthstone LLC’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	$19.3M	Buy	683,250 +244,554	+56%	+$6.41M	3.27%	11
2025 Q4	$10.1M	Buy	438,696 +213,597	+95%	+$4.59M	1.89%	19
2025 Q3	$4.55M	Buy	225,099 +125,334	+126%	+$2.41M	0.82%	40
2025 Q2	$1.78M	Buy	99,765 +51,794	+108%	+$901K	0.35%	55
2025 Q1	$840K	Buy	+47,971	New	+$858K	0.21%	61
2023 Q3	–	Sell	-13,257	Closed	-$239K	–	100
2023 Q2	$239K	Sell	13,257 -511,710	-97%	-$9.62M	0.06%	63
2023 Q1	$10.9M	Sell	524,967 -194,195	-27%	-$4.54M	3.84%	11
2022 Q4	$17M	Buy	719,162 +407,978	+131%	+$9.27M	4.46%	6
2022 Q3	$6.9M	Buy	+311,184	New	+$6.89M	2.22%	16
2022 Q1	–	Sell	-12,158	Closed	-$298K	–	37
2021 Q4	$298K	Sell	12,158 -46,138	-79%	-$1.12M	0.11%	46
2021 Q3	$1.35M	Sell	58,296 -2,723	-4%	-$64.2K	0.54%	35
2021 Q2	$1.5M	Buy	+61,019	New	+$1.54M	0.64%	33

Other funds holding ATLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Fourthstone LLC's ATLO Position: Q1 2026 in Review

Fourthstone LLC increased its AMES National (ATLO) stake by 56% in Q1 2026, buying an estimated $6.41M and bringing the position to 683,250 shares worth $19.3M. The position accounts for 3.27% of the portfolio, ranked #11.

Fourthstone LLC first reported a position in ATLO in Q2 2021 and has held it in 12 quarters since. 89 funds tracked by Wall St. Rank hold ATLO as of Q1 2026.

Fourthstone LLC held 683,250 shares of AMES National worth $19.3M as of Q1 2026.
Fourthstone LLC bought 244,554 AMES National shares in Q1 2026, an estimated $6.41M.
AMES National made up 3.27% of Fourthstone LLC's portfolio in Q1 2026, its #11 holding.
Fourthstone LLC first reported a position in AMES National in Q2 2021 and has held it in 12 quarters since.
89 funds tracked by Wall St. Rank held AMES National as of Q1 2026.

Based on Fourthstone LLC's 13F filing for Q1 2026, filed 15 May 2026.