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Larry Mathis Financial Planning’s AMES National ATLO Stock Holding History

Larry Mathis Financial Planning’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 		$250K Hold
8,443
– – 0.19% 123
2026
Q1 		$238K Buy
+8,443
New +$221K 0.21% 131

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

Larry Mathis Financial Planning's ATLO Position: Q2 2026 in Review

Larry Mathis Financial Planning held its AMES National (ATLO) position steady in Q2 2026 at 8,443 shares worth $250K. The position accounts for 0.19% of the portfolio, ranked #123.

Larry Mathis Financial Planning first reported a position in ATLO in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • Larry Mathis Financial Planning held 8,443 shares of AMES National worth $250K as of Q2 2026.
  • Larry Mathis Financial Planning left its AMES National share count unchanged in Q2 2026.
  • AMES National made up 0.19% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #123 holding.
  • Larry Mathis Financial Planning first reported a position in AMES National in Q1 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.