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 Q3	$251	Sell	8 -41	-84%	-$1.27K	﹤0.01%	2309
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

MassMutual Private Wealth & Trust's ATLO Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its AMES National (ATLO) stake by 84% in Q3 2026, selling an estimated $1.27K and leaving 8 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

MassMutual Private Wealth & Trust first reported a position in ATLO in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.45K in Q2 2026. 61 funds tracked by Wall St. Rank hold ATLO as of Q3 2026.

MassMutual Private Wealth & Trust held 8 shares of AMES National worth $251 as of Q3 2026.
MassMutual Private Wealth & Trust sold 41 AMES National shares in Q3 2026, an estimated $1.27K.
AMES National made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2309 holding.
MassMutual Private Wealth & Trust first reported a position in AMES National in Q3 2023 and has held it in 8 quarters since.
MassMutual Private Wealth & Trust's AMES National position peaked at $1.45K in Q2 2026.
61 funds tracked by Wall St. Rank held AMES National as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.