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 Q2	$593K	Buy	20,034 +6	+0%	+$173	﹤0.01%	2031
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

NewEdge Advisors's ATLO Position: Q2 2026 in Review

NewEdge Advisors increased its AMES National (ATLO) stake by 0.03% in Q2 2026, buying an estimated $173 and bringing the position to 20,034 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

NewEdge Advisors first reported a position in ATLO in Q2 2025 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

NewEdge Advisors held 20,034 shares of AMES National worth $593K as of Q2 2026.
NewEdge Advisors bought 6 AMES National shares in Q2 2026, an estimated $173.
AMES National made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2031 holding.
NewEdge Advisors first reported a position in AMES National in Q2 2025 and has held it in 5 quarters since.
100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.