UBS AM’s AMES National ATLO Stock Holding History

UBS AM’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	$18K	Hold	609	–	–	﹤0.01%	3142
2026 Q1	$17.2K	Buy	609 +342	+128%	+$8.96K	﹤0.01%	3168
2025 Q4	$6.13K	Buy	+267	New	+$5.74K	﹤0.01%	2944

Other funds holding ATLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

UBS AM's ATLO Position: Q2 2026 in Review

UBS AM held its AMES National (ATLO) position steady in Q2 2026 at 609 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #3142.

UBS AM first reported a position in ATLO in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

UBS AM held 609 shares of AMES National worth $18K as of Q2 2026.
UBS AM left its AMES National share count unchanged in Q2 2026.
AMES National made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3142 holding.
UBS AM first reported a position in AMES National in Q4 2025 and has held it in 3 quarters since.
100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.