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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
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

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ritholtz Wealth Management's ATLO Position: Q1 2026 in Review

Ritholtz Wealth Management increased its AMES National (ATLO) stake by 57% in Q1 2026, buying an estimated $297K and bringing the position to 31,136 shares worth $879K. The position accounts for 0.02% of the portfolio, ranked #584.

Ritholtz Wealth Management first reported a position in ATLO in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold ATLO as of Q1 2026.

  • Ritholtz Wealth Management held 31,136 shares of AMES National worth $879K as of Q1 2026.
  • Ritholtz Wealth Management bought 11,331 AMES National shares in Q1 2026, an estimated $297K.
  • AMES National made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #584 holding.
  • Ritholtz Wealth Management first reported a position in AMES National in Q4 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held AMES National as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.