O'Shaughnessy Asset Management’s AMES National ATLO Stock Holding History

O'Shaughnessy Asset Management’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	$950K	Buy	33,674 +7,730	+30%	+$203K	﹤0.01%	1213
2025 Q4	$596K	Buy	+25,944	New	+$558K	﹤0.01%	1403
2015 Q4	–	Sell	-360	Closed	-$8K	–	916
2015 Q3	$8K	Sell	360 -52	-13%	-$1.25K	﹤0.01%	721
2015 Q2	$10K	Hold	412	–	–	﹤0.01%	733
2015 Q1	$10K	Hold	412	–	–	﹤0.01%	741
2014 Q4	$11K	Buy	+412	New	+$9.99K	﹤0.01%	783

Other funds holding ATLO

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

O'Shaughnessy Asset Management's ATLO Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its AMES National (ATLO) stake by 30% in Q1 2026, buying an estimated $203K and bringing the position to 33,674 shares worth $950K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

O'Shaughnessy Asset Management first reported a position in ATLO in Q4 2014 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold ATLO as of Q1 2026.

O'Shaughnessy Asset Management held 33,674 shares of AMES National worth $950K as of Q1 2026.
O'Shaughnessy Asset Management bought 7,730 AMES National shares in Q1 2026, an estimated $203K.
AMES National made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1213 holding.
O'Shaughnessy Asset Management first reported a position in AMES National in Q4 2014 and has held it in 6 quarters since.
89 funds tracked by Wall St. Rank held AMES National as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.