Position in ATLO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,106
+$334 QoQ
Shares Held
240
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 99 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATLO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026City State Bank holds $3,243,348 across 19 Banks - Regional names. ATLO ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
26,728 | $1,506,657 | |
| 2 | USB |
US Bancorp \De\
|
13,693 | $827,057 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,014 | $249,667 | |
| 4 | WTBA |
West Bancorporation Inc
|
7,554 | $200,407 | |
| 5 | FMBH |
First Mid Bancshares, Inc.
|
3,062 | $147,251 | |
| 6 | CASH |
Pathward Financial, Inc.
|
1,168 | $101,686 | |
| 7 | TFC |
Truist Financial Corp
|
1,169 | $58,239 | |
| 8 | UMBF |
Umb Financial Corp
|
300 | $42,828 |
All Filings in ATLO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,106 | 240 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,772 | 240 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,888 | 300 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,066 | 300 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,343 | 300 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,256 | 300 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,929 | 300 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $5,469 | 300 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,147 | 300 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $6,054 | 300 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $27,742 | 1,300 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $21,567 | 1,300 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $27,045 | 1,500 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $31,200 | 1,500 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $35,415 | 1,500 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $33,270 | 1,500 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $33,270 | 1,500 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $37,290 | 1,500 | Shares | Sole | 2022-06-01 | |
| 2021-12-31 | $36,735 | 1,500 | Shares | Sole | 2022-03-23 | |
| No filing history on record for this holder in this stock. | ||||||