West Financial Advisors’s AMES National ATLO Stock Holding History

West Financial Advisors’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	$23.8K	Hold	804	–	–	﹤0.01%	127
2026 Q1	$22.7K	Hold	804	–	–	﹤0.01%	124
2025 Q4	$18.5K	Hold	804	–	–	﹤0.01%	129
2025 Q3	$16.3K	Hold	804	–	–	﹤0.01%	132
2025 Q2	$14.3K	Hold	804	–	–	﹤0.01%	140
2025 Q1	$14.1K	Hold	804	–	–	﹤0.01%	140
2024 Q4	$13.2K	Hold	804	–	–	﹤0.01%	142
2024 Q3	$14.7K	Hold	804	–	–	﹤0.01%	138
2024 Q2	$16.5K	Hold	804	–	–	﹤0.01%	111
2024 Q1	$16.2K	Hold	804	–	–	﹤0.01%	111
2023 Q4	$17.2K	Hold	804	–	–	﹤0.01%	110
2023 Q3	$13.3K	Hold	804	–	–	﹤0.01%	123
2023 Q2	$14.5K	Hold	804	–	–	﹤0.01%	120
2023 Q1	$16.7K	Hold	804	–	–	﹤0.01%	109
2022 Q4	$19K	Hold	804	–	–	0.01%	101
2022 Q3	$18K	Hold	804	–	–	0.01%	126
2022 Q2	$18K	Hold	804	–	–	0.01%	117
2022 Q1	$20K	Hold	804	–	–	0.01%	121
2021 Q4	$20K	Hold	804	–	–	0.01%	132
2021 Q3	$19K	Hold	804	–	–	0.01%	118
2021 Q2	$20K	Hold	804	–	–	0.01%	110
2021 Q1	$21K	Hold	804	–	–	0.01%	109
2020 Q4	$19K	Buy	+804	New	+$17.1K	0.01%	113

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

West Financial Advisors's ATLO Position: Q2 2026 in Review

West Financial Advisors held its AMES National (ATLO) position steady in Q2 2026 at 804 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

West Financial Advisors first reported a position in ATLO in Q4 2020 and has held it in 23 quarters since. 100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

West Financial Advisors held 804 shares of AMES National worth $23.8K as of Q2 2026.
West Financial Advisors left its AMES National share count unchanged in Q2 2026.
AMES National made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #127 holding.
West Financial Advisors first reported a position in AMES National in Q4 2020 and has held it in 23 quarters since.
100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.