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Stockman Wealth Management’s AMES National ATLO Stock Holding History

Stockman 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 		– Sell
-10,725
Closed -$246K – 179
2025
Q4 		$246K Hold
10,725
– – 0.03% 154
2025
Q3 		$217K Hold
10,725
– – 0.03% 166
2025
Q2 		$191K Hold
10,725
– – 0.03% 169
2025
Q1 		$188K Buy
+10,725
New +$192K 0.03% 163

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

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

Stockman Wealth Management sold out of AMES National (ATLO) in Q1 2026, closing a stake of 10,725 shares — an estimated $246K sold.

Stockman Wealth Management first reported a position in ATLO in Q1 2025 and held it in 4 quarters. The position peaked at $246K in Q4 2025. 89 funds tracked by Wall St. Rank hold ATLO as of Q1 2026.

  • Stockman Wealth Management reported no remaining AMES National position as of Q1 2026 after selling out during the quarter.
  • Stockman Wealth Management sold 10,725 AMES National shares in Q1 2026, an estimated $246K.
  • Stockman Wealth Management first reported a position in AMES National in Q1 2025 and held it in 4 quarters.
  • Stockman Wealth Management's AMES National position peaked at $246K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held AMES National as of Q1 2026.

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