Osaic Holdings
ATLO icon

Osaic Holdings’s AMES National ATLO Stock Holding History

Osaic Holdings’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 		$6.04K Sell
204
-200
-50% -$5.78K ﹤0.01% 6838
2026
Q1 		$11.4K Hold
404
– – ﹤0.01% 6219
2025
Q4 		$9.28K Hold
404
– – ﹤0.01% 6387
2025
Q3 		$8.07K Buy
404
+204
+102% +$3.93K ﹤0.01% 6494
2025
Q2 		$3.56K Hold
200
– – ﹤0.01% 6721
2025
Q1 		$3.5K Hold
200
– – ﹤0.01% 6363
2024
Q4 		$3.29K Hold
200
– – ﹤0.01% 6397
2024
Q3 		$3.65K Buy
+200
New +$3.85K ﹤0.01% 6357
2024
Q2 		– Sell
-3,316
Closed -$66.9K – 7407
2024
Q1 		$66.9K Hold
3,316
– – ﹤0.01% 4523
2023
Q4 		$70.8K Buy
3,316
+100
+3% +$1.83K ﹤0.01% 4666
2023
Q3 		$53.4K Hold
3,216
– – ﹤0.01% 4962
2023
Q2 		$58K Buy
3,216
+900
+39% +$16.9K ﹤0.01% 4844
2023
Q1 		$48.2K Buy
2,316
+200
+9% +$4.67K ﹤0.01% 4977
2022
Q4 		$49.7K Buy
2,116
+200
+10% +$4.54K ﹤0.01% 4943
2022
Q3 		$42K Hold
1,916
– – ﹤0.01% 5025
2022
Q2 		$42K Buy
1,916
+200
+12% +$4.66K ﹤0.01% 5082
2022
Q1 		$42K Buy
1,716
+416
+32% +$10.2K ﹤0.01% 5211
2021
Q4 		$31K Hold
1,300
– – ﹤0.01% 5472
2021
Q3 		$30K Hold
1,300
– – ﹤0.01% 5474
2021
Q2 		$32K Buy
1,300
+500
+63% +$12.6K ﹤0.01% 5362
2021
Q1 		$20K Buy
800
+600
+300% +$14.6K ﹤0.01% 5461
2020
Q4 		$5K Hold
200
– – ﹤0.01% 5762
2020
Q3 		$3K Hold
200
– – ﹤0.01% 5700
2020
Q2 		$4K Hold
200
– – ﹤0.01% 5538
2020
Q1 		$4K Buy
+200
New +$5.05K ﹤0.01% 5413

Other funds holding ATLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Marshall Wace
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

Osaic Holdings's ATLO Position: Q2 2026 in Review

Osaic Holdings reduced its AMES National (ATLO) stake by 50% in Q2 2026, selling an estimated $5.78K and leaving 204 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #6838.

Osaic Holdings first reported a position in ATLO in Q1 2020 and has held it in 25 quarters since. The position peaked at $70.8K in Q4 2023. 100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • Osaic Holdings held 204 shares of AMES National worth $6.04K as of Q2 2026.
  • Osaic Holdings sold 200 AMES National shares in Q2 2026, an estimated $5.78K.
  • AMES National made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6838 holding.
  • Osaic Holdings first reported a position in AMES National in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's AMES National position peaked at $70.8K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.