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Root Financial Partners’s AMES National ATLO Stock Holding History

Root Financial Partners’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 		– Sell
-10
Closed -$282 – 623
2026
Q1 		$282 Buy
+10
New +$262 ﹤0.01% 3064

Other funds holding ATLO

FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $131M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Root Financial Partners's ATLO Position: Q2 2026 in Review

Root Financial Partners sold out of AMES National (ATLO) in Q2 2026, closing a stake of 10 shares — an estimated $282 sold.

Root Financial Partners first reported a position in ATLO in Q1 2026 and held it in 1 quarter. The position peaked at $282 in Q1 2026. 17 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • Root Financial Partners reported no remaining AMES National position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 10 AMES National shares in Q2 2026, an estimated $282.
  • Root Financial Partners first reported a position in AMES National in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's AMES National position peaked at $282 in Q1 2026.
  • 17 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.