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NewEdge Advisors’s AMES National ATLO Stock Holding History

NewEdge Advisors’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 		$565K Sell
20,028
-586
-3% -$15.4K ﹤0.01% 1890
2025
Q4 		$473K Buy
20,614
+14
+0.1% +$301 ﹤0.01% 2002
2025
Q3 		$417K Buy
20,600
+11
+0.1% +$212 ﹤0.01% 1949
2025
Q2 		$367K Buy
+20,589
New +$358K ﹤0.01% 1890

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors's ATLO Position: Q1 2026 in Review

NewEdge Advisors reduced its AMES National (ATLO) stake by 2.8% in Q1 2026, selling an estimated $15.4K and leaving 20,028 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

NewEdge Advisors first reported a position in ATLO in Q2 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold ATLO as of Q1 2026.

  • NewEdge Advisors held 20,028 shares of AMES National worth $565K as of Q1 2026.
  • NewEdge Advisors sold 586 AMES National shares in Q1 2026, an estimated $15.4K.
  • AMES National made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1890 holding.
  • NewEdge Advisors first reported a position in AMES National in Q2 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held AMES National as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.