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GAMMA Investing’s AMES National ATLO Stock Holding History

GAMMA Investing’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 		$10K Buy
338
+74
+28% +$2.14K ﹤0.01% 3202
2026
Q1 		$7.45K Buy
264
+22
+9% +$577 ﹤0.01% 3209
2025
Q4 		$5.56K Buy
242
+10
+4% +$215 ﹤0.01% 3235
2025
Q3 		$4.69K Buy
232
+97
+72% +$1.87K ﹤0.01% 3206
2025
Q2 		$2.4K Buy
135
+84
+165% +$1.46K ﹤0.01% 3356
2025
Q1 		$894 Buy
+51
New +$912 ﹤0.01% 3580

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

GAMMA Investing's ATLO Position: Q2 2026 in Review

GAMMA Investing increased its AMES National (ATLO) stake by 28% in Q2 2026, buying an estimated $2.14K and bringing the position to 338 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #3202.

GAMMA Investing first reported a position in ATLO in Q1 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • GAMMA Investing held 338 shares of AMES National worth $10K as of Q2 2026.
  • GAMMA Investing bought 74 AMES National shares in Q2 2026, an estimated $2.14K.
  • AMES National made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3202 holding.
  • GAMMA Investing first reported a position in AMES National in Q1 2025 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.