LPL Financial
ATLO icon

LPL Financial’s AMES National ATLO Stock Holding History

LPL Financial’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 		$1.61M Sell
57,177
-798
-1% -$20.9K ﹤0.01% 3705
2025
Q4 		$1.33M Buy
57,975
+16,363
+39% +$352K ﹤0.01% 3781
2025
Q3 		$841K Buy
41,612
+5
+0% +$96 ﹤0.01% 4161
2025
Q2 		$741K Sell
41,607
-540
-1% -$9.39K ﹤0.01% 4023
2025
Q1 		$738K Buy
42,147
+8,891
+27% +$159K ﹤0.01% 3804
2024
Q4 		$546K Sell
33,256
-1,220
-4% -$21.1K ﹤0.01% 4021
2024
Q3 		$628K Sell
34,476
-5,088
-13% -$97.9K ﹤0.01% 3809
2024
Q2 		$811K Sell
39,564
-606
-2% -$12.1K ﹤0.01% 3452
2024
Q1 		$811K Buy
40,170
+21
+0.1% +$412 ﹤0.01% 3369
2023
Q4 		$857K Sell
40,149
-14,880
-27% -$272K ﹤0.01% 3174
2023
Q3 		$913K Buy
55,029
+14,138
+35% +$260K ﹤0.01% 2971
2023
Q2 		$737K Buy
40,891
+1,596
+4% +$30K ﹤0.01% 3119
2023
Q1 		$817K Sell
39,295
-337
-0.9% -$7.87K ﹤0.01% 2913
2022
Q4 		$936K Sell
39,632
-192
-0.5% -$4.36K ﹤0.01% 2706
2022
Q3 		$883K Buy
39,824
+32
+0.1% +$708 ﹤0.01% 2648
2022
Q2 		$883K Buy
39,792
+15,415
+63% +$359K ﹤0.01% 2673
2022
Q1 		$606K Buy
24,377
+974
+4% +$23.8K ﹤0.01% 3043
2021
Q4 		$573K Buy
23,403
+613
+3% +$14.8K ﹤0.01% 3161
2021
Q3 		$528K Buy
22,790
+1,523
+7% +$35.9K ﹤0.01% 3169
2021
Q2 		$521K Buy
21,267
+465
+2% +$11.7K ﹤0.01% 3123
2021
Q1 		$532K Sell
20,802
-132
-0.6% -$3.22K ﹤0.01% 2963
2020
Q4 		$503K Buy
20,934
+250
+1% +$5.31K ﹤0.01% 2749
2020
Q3 		$349K Buy
+20,684
New +$392K ﹤0.01% 2785

Other funds holding ATLO

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LPL Financial's ATLO Position: Q1 2026 in Review

LPL Financial reduced its AMES National (ATLO) stake by 1.4% in Q1 2026, selling an estimated $20.9K and leaving 57,177 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3705.

LPL Financial first reported a position in ATLO in Q3 2020 and has held it in 23 quarters since. 89 funds tracked by Wall St. Rank hold ATLO as of Q1 2026.

  • LPL Financial held 57,177 shares of AMES National worth $1.61M as of Q1 2026.
  • LPL Financial sold 798 AMES National shares in Q1 2026, an estimated $20.9K.
  • AMES National made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3705 holding.
  • LPL Financial first reported a position in AMES National in Q3 2020 and has held it in 23 quarters since.
  • 89 funds tracked by Wall St. Rank held AMES National as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.