Sterling Capital Management’s AMES National ATLO Stock Holding History

Sterling Capital 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 Q3	$5.55K	Sell	177 -4	-2%	-$124	﹤0.01%	2808
2026 Q2	$5.36K	Sell	181 -113	-38%	-$3.27K	﹤0.01%	2575
2026 Q1	$8.3K	Sell	294 -219	-43%	-$5.74K	﹤0.01%	2480
2025 Q4	$11.8K	Sell	513 -101	-16%	-$2.17K	﹤0.01%	2527
2025 Q3	$12.4K	Buy	614 +366	+148%	+$7.04K	﹤0.01%	2378
2025 Q2	$4.42K	Buy	248 +96	+63%	+$1.67K	﹤0.01%	2575
2025 Q1	$2.66K	Sell	152 -146	-49%	-$2.61K	﹤0.01%	2477
2024 Q4	$4.9K	Buy	298 +270	+964%	+$4.67K	﹤0.01%	2474
2024 Q3	$510	Buy	+28	New	+$539	﹤0.01%	2860

Other funds holding ATLO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Channel Wealth Santa Barbara, California $464M AUM 13.53% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sterling Capital Management's ATLO Position: Q3 2026 in Review

Sterling Capital Management reduced its AMES National (ATLO) stake by 2.2% in Q3 2026, selling an estimated $124 and leaving 177 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2808.

Sterling Capital Management first reported a position in ATLO in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.4K in Q3 2025. 48 funds tracked by Wall St. Rank hold ATLO as of Q3 2026.

Sterling Capital Management held 177 shares of AMES National worth $5.55K as of Q3 2026.
Sterling Capital Management sold 4 AMES National shares in Q3 2026, an estimated $124.
AMES National made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #2808 holding.
Sterling Capital Management first reported a position in AMES National in Q3 2024 and has held it in 9 quarters since.
Sterling Capital Management's AMES National position peaked at $12.4K in Q3 2025.
48 funds tracked by Wall St. Rank held AMES National as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.