American National Bank & Trust’s iShares Select Dividend ETF DVY Stock Holding History

American National Bank & Trust’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35K	Hold	230	–	–	﹤0.01%	381
2026 Q2	$35.9K	Sell	230 -21	-8%	-$3.23K	﹤0.01%	391
2026 Q1	$38K	Hold	251	–	–	﹤0.01%	381
2025 Q4	$35.4K	Hold	251	–	–	﹤0.01%	400
2025 Q3	$35.7K	Sell	251 -4,950	-95%	-$686K	﹤0.01%	400
2025 Q2	$691K	Sell	5,201 -400	-7%	-$51.8K	0.07%	138
2025 Q1	$752K	Hold	5,601	–	–	0.08%	114
2024 Q4	$735K	Sell	5,601 -70	-1%	-$9.54K	0.08%	113
2024 Q3	$766K	Hold	5,671	–	–	0.09%	113
2024 Q2	$686K	Hold	5,671	–	–	0.09%	119
2024 Q1	$699K	Buy	5,671 +5,000	+745%	+$586K	0.09%	119
2023 Q4	$78.7K	Hold	671	–	–	0.01%	247
2023 Q3	$72.2K	Hold	671	–	–	0.01%	249
2023 Q2	$76K	Hold	671	–	–	0.01%	245
2023 Q1	$78.6K	Sell	671 -92	-12%	-$11.1K	0.01%	226
2022 Q4	$92K	Sell	763 -891	-54%	-$105K	0.02%	193
2022 Q3	$177K	Hold	1,654	–	–	0.04%	125
2022 Q2	$195K	Hold	1,654	–	–	0.05%	111
2022 Q1	$212K	Buy	1,654 +746	+82%	+$93.2K	0.04%	116
2021 Q4	$111K	Hold	908	–	–	0.02%	144
2021 Q3	$104K	Buy	908 +558	+159%	+$65.2K	0.02%	124
2021 Q2	$41K	Hold	350	–	–	0.01%	176
2021 Q1	$40K	Hold	350	–	–	0.01%	157
2020 Q4	$34K	Hold	350	–	–	0.01%	154
2020 Q3	$29K	Hold	350	–	–	0.01%	153
2020 Q2	$28K	Hold	350	–	–	0.01%	160
2020 Q1	$26K	Hold	350	–	–	0.01%	148
2019 Q4	$37K	Hold	350	–	–	0.01%	150
2019 Q3	$36K	Hold	350	–	–	0.01%	134
2019 Q2	$35K	Hold	350	–	–	0.01%	127
2019 Q1	$34K	Hold	350	–	–	0.01%	131
2018 Q4	$31K	Hold	350	–	–	0.01%	122
2018 Q3	$35K	Hold	350	–	–	0.01%	151
2018 Q2	$34K	Hold	350	–	–	0.01%	162
2018 Q1	$33K	Buy	+350	New	+$34.2K	0.01%	170

Other funds holding DVY

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

American National Bank & Trust's DVY Position: Q3 2026 in Review

American National Bank & Trust held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 230 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

American National Bank & Trust first reported a position in DVY in Q1 2018 and has held it in 35 quarters since. The position peaked at $766K in Q3 2024. 60 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

American National Bank & Trust held 230 shares of iShares Select Dividend ETF worth $35K as of Q3 2026.
American National Bank & Trust left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up ﹤0.01% of American National Bank & Trust's portfolio in Q3 2026, its #381 holding.
American National Bank & Trust first reported a position in iShares Select Dividend ETF in Q1 2018 and has held it in 35 quarters since.
American National Bank & Trust's iShares Select Dividend ETF position peaked at $766K in Q3 2024.
60 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.