13F-HR: Ames National Corp 13F Holdings Report
13F Holdings Report
Ames National Corp files its 13F holdings report for the quarter ended March 31, 2026, detailing its equity investments.
Summary
- Ames National Corp has submitted its Form 13F quarterly holdings report for the period ending March 31, 2026.
- The report lists a total of 120 investment positions.
- The aggregate market value of these holdings is $166,643,351.
- The filing indicates that Ames National Corp is the primary reporting manager, with First National Bank, Ames, Iowa, listed as another included manager.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of holdings without performance data or strategic commentary.
Positives
- The filing provides a comprehensive overview of Ames National Corp's equity portfolio as of the end of the first quarter of 2026.
- The total value of the reported holdings is substantial at over $166 million, indicating significant investment activity.
Negatives
- The filing is a standard 13F report and does not contain performance data or analysis of the holdings' performance.
- No specific details are provided regarding the investment strategy or rationale behind the reported holdings.
Risks
- Market volatility could impact the value of the reported equity holdings.
- The concentration of holdings in certain sectors or individual securities could pose specific risks.
- Changes in economic conditions or interest rates could affect the performance of the bond ETFs held.
Future Outlook
This filing is a snapshot of holdings as of a specific date and does not contain forward-looking statements or guidance.
Management Comments
- "The person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form."
- "Report for the Calendar Year or Quarter Ended: 03-31-2026"
Industry Context
StockSavvy.ai notes that Form 13F filings are standard disclosures for institutional investment managers, providing transparency into their equity holdings. This report from Ames National Corp aligns with typical reporting practices within the asset management industry.
Comparison to Industry Standards
- The filing format and content are consistent with other 13F filings from institutional investment managers.
- The total value of holdings ($166.6 million) places Ames National Corp as a mid-sized institutional investor based on typical 13F reporting thresholds.
- The inclusion of various large-cap company stocks and broad market ETFs is a common strategy among diversified investment portfolios.
Stakeholder Impact
- Shareholders can gain insight into the company's investment strategy and the types of assets managed.
- Analysts and researchers can use this data to understand the firm's market exposure and investment trends.
Next Steps
- Monitor future 13F filings from Ames National Corp for changes in portfolio composition.
- Analyze the performance of the reported holdings through other financial data sources.
Key Dates
| Date | Description |
|---|---|
| 2026-03-31 | Quarter End Date for the 13F filing. |
| 2026-05-12 | Date of Signing for the 13F filing. |
Keywords
13F, Holdings Report, Ames National Corp, Equity Investments, Investment Portfolio, SEC Filing, Institutional Investment Manager, First National Bank Ames Iowa
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.