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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 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. 12 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.
12 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.