Jones Financial Companies
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Jones Financial Companies’s AMES National ATLO Stock Holding History

Jones Financial Companies’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 		$101K Buy
3,640
+1,900
+109% +$49.8K ﹤0.01% 2674
2025
Q4 		$40K Buy
+1,740
New +$37.4K ﹤0.01% 2636

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VCM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies's ATLO Position: Q1 2026 in Review

Jones Financial Companies increased its AMES National (ATLO) stake by 109% in Q1 2026, buying an estimated $49.8K and bringing the position to 3,640 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Jones Financial Companies first reported a position in ATLO in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold ATLO as of Q1 2026.

  • Jones Financial Companies held 3,640 shares of AMES National worth $101K as of Q1 2026.
  • Jones Financial Companies bought 1,900 AMES National shares in Q1 2026, an estimated $49.8K.
  • AMES National made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2674 holding.
  • Jones Financial Companies first reported a position in AMES National in Q4 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held AMES National as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.