Position in ATLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$555,483
+$123,537 QoQ
Shares Held
18,760
-0.3% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#34
of 99 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ATLO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $31,136,317 across 46 Banks - Regional names. ATLO ranks #12 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
114,043 | $6,585,983 | |
| 2 | FITB |
Fifth Third Bancorp
|
57,629 | $3,248,546 | |
| 3 | WABC |
Westamerica Bancorporation
|
37,972 | $2,227,817 | |
| 4 | TFC |
Truist Financial Corp
|
43,819 | $2,183,062 | |
| 5 | MTB |
M&T Bank Corp
|
8,574 | $2,040,697 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,573 | $1,864,624 | |
| 7 | RF |
Regions Financial Corp
|
56,474 | $1,705,514 | |
| 8 | SRCE |
1St Source Corp
|
15,592 | $1,271,995 |
All Filings in ATLO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,483 | 18,760 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $431,946 | 18,813 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $425,165 | 21,027 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $374,490 | 21,027 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $368,393 | 21,027 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $345,473 | 21,027 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $531,860 | 29,175 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $613,040 | 29,919 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $603,765 | 29,919 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $652,214 | 30,563 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $505,016 | 30,441 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $546,849 | 30,330 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $477,401 | 22,952 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||