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Rothschild Investment LLC’s AMES National ATLO Stock Holding History

Rothschild Investment LLC’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 		$1.04K Buy
35
+19
+119% +$549 ﹤0.01% 3028
2026
Q1 		$452 Buy
16
+7
+78% +$183 ﹤0.01% 3159
2025
Q4 		$207 Buy
9
+7
+350% +$151 ﹤0.01% 3108
2025
Q3 		$40 Buy
+2
New +$38 ﹤0.01% 3097

Other funds holding ATLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

Rothschild Investment LLC's ATLO Position: Q2 2026 in Review

Rothschild Investment LLC increased its AMES National (ATLO) stake by 119% in Q2 2026, buying an estimated $549 and bringing the position to 35 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3028.

Rothschild Investment LLC first reported a position in ATLO in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • Rothschild Investment LLC held 35 shares of AMES National worth $1.04K as of Q2 2026.
  • Rothschild Investment LLC bought 19 AMES National shares in Q2 2026, an estimated $549.
  • AMES National made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3028 holding.
  • Rothschild Investment LLC first reported a position in AMES National in Q3 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.