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Ritholtz Wealth Management’s AMES National ATLO Stock Holding History

Ritholtz Wealth 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 		$974K Buy
32,897
+1,761
+6% +$50.9K 0.01% 624
2026
Q1 		$879K Buy
31,136
+11,331
+57% +$297K 0.02% 584
2025
Q4 		$455K Buy
+19,805
New +$426K 0.01% 749

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

Ritholtz Wealth Management's ATLO Position: Q2 2026 in Review

Ritholtz Wealth Management increased its AMES National (ATLO) stake by 5.7% in Q2 2026, buying an estimated $50.9K and bringing the position to 32,897 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #624.

Ritholtz Wealth Management first reported a position in ATLO in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • Ritholtz Wealth Management held 32,897 shares of AMES National worth $974K as of Q2 2026.
  • Ritholtz Wealth Management bought 1,761 AMES National shares in Q2 2026, an estimated $50.9K.
  • AMES National made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #624 holding.
  • Ritholtz Wealth Management first reported a position in AMES National in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.