MassMutual Private Wealth & Trust’s AMES National ATLO Stock Holding History

MassMutual Private Wealth & Trust’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	$1.45K	Buy	49 +8	+20%	+$231	﹤0.01%	2084
2026 Q1	$1.16K	Hold	41	–	–	﹤0.01%	2103
2025 Q4	$941	Hold	41	–	–	﹤0.01%	2153
2025 Q3	$829	Hold	41	–	–	﹤0.01%	2171
2025 Q2	$730	Buy	+41	New	+$713	﹤0.01%	2182
2025 Q1	–	Sell	-73	Closed	-$1.2K	–	2362
2024 Q4	$1.2K	Buy	+73	New	+$1.26K	﹤0.01%	1979
2023 Q4	–	Sell	-31	Closed	-$514	–	1957
2023 Q3	$514	Buy	+31	New	+$570	﹤0.01%	1815

Other funds holding ATLO

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

MassMutual Private Wealth & Trust's ATLO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its AMES National (ATLO) stake by 20% in Q2 2026, buying an estimated $231 and bringing the position to 49 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

MassMutual Private Wealth & Trust first reported a position in ATLO in Q3 2023 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

MassMutual Private Wealth & Trust held 49 shares of AMES National worth $1.45K as of Q2 2026.
MassMutual Private Wealth & Trust bought 8 AMES National shares in Q2 2026, an estimated $231.
AMES National made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2084 holding.
MassMutual Private Wealth & Trust first reported a position in AMES National in Q3 2023 and has held it in 7 quarters since.
17 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.