Pinnacle Associates’s AMES National ATLO Stock Holding History

Pinnacle Associates’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 Q3	$232K	Buy	+7,385	New	+$229K	﹤0.01%	880

Other funds holding ATLO

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Pinnacle Associates's ATLO Position: Q3 2026 in Review

Pinnacle Associates opened a new position in AMES National (ATLO) in Q3 2026: 7,385 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #880 among its holdings.

12 funds tracked by Wall St. Rank hold ATLO as of Q3 2026.

Pinnacle Associates held 7,385 shares of AMES National worth $232K as of Q3 2026.
AMES National was a new Pinnacle Associates position in Q3 2026.
AMES National made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #880 holding.
12 funds tracked by Wall St. Rank held AMES National as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.