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
Q2 		$169K Buy
5,522
+1,882
+52% +$54.4K ﹤0.01% 2652
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

Other funds holding ATLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

Jones Financial Companies's ATLO Position: Q2 2026 in Review

Jones Financial Companies increased its AMES National (ATLO) stake by 52% in Q2 2026, buying an estimated $54.4K and bringing the position to 5,522 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2652.

Jones Financial Companies first reported a position in ATLO in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • Jones Financial Companies held 5,522 shares of AMES National worth $169K as of Q2 2026.
  • Jones Financial Companies bought 1,882 AMES National shares in Q2 2026, an estimated $54.4K.
  • AMES National made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2652 holding.
  • Jones Financial Companies first reported a position in AMES National in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.