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 Q2	$1.28M	Buy	43,214 +9,540	+28%	+$276K	0.01%	1127
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

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

O'Shaughnessy Asset Management's ATLO Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its AMES National (ATLO) stake by 28% in Q2 2026, buying an estimated $276K and bringing the position to 43,214 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1127.

O'Shaughnessy Asset Management first reported a position in ATLO in Q4 2014 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

O'Shaughnessy Asset Management held 43,214 shares of AMES National worth $1.28M as of Q2 2026.
O'Shaughnessy Asset Management bought 9,540 AMES National shares in Q2 2026, an estimated $276K.
AMES National made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1127 holding.
O'Shaughnessy Asset Management first reported a position in AMES National in Q4 2014 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.