American National Bank & Trust’s LPL Financial LPLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1	Closed	-$281	–	635
2026 Q2	$281	Hold	1	–	–	﹤0.01%	623
2026 Q1	$300	Hold	1	–	–	﹤0.01%	607
2025 Q4	$357	Buy	+1	New	+$354	﹤0.01%	684
2025 Q2	–	Sell	-1	Closed	-$327	–	695
2025 Q1	$327	Buy	+1	New	+$348	﹤0.01%	584
2024 Q4	–	Sell	-10	Closed	-$2.33K	–	540
2024 Q3	$2.33K	Hold	10	–	–	﹤0.01%	446
2024 Q2	$2.79K	Sell	10 -130	-93%	-$35.3K	﹤0.01%	508
2024 Q1	$37K	Hold	140	–	–	﹤0.01%	345
2023 Q4	$31.9K	Buy	+140	New	+$31.5K	0.01%	324

Other funds holding LPLA

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

American National Bank & Trust sold out of LPL Financial (LPLA) in Q3 2026, closing a stake of 1 share — an estimated $281 sold.

American National Bank & Trust first reported a position in LPLA in Q4 2023 and held it in 8 quarters. The position peaked at $37K in Q1 2024. 68 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

American National Bank & Trust reported no remaining LPL Financial position as of Q3 2026 after selling out during the quarter.
American National Bank & Trust sold 1 LPL Financial share in Q3 2026, an estimated $281.
American National Bank & Trust first reported a position in LPL Financial in Q4 2023 and held it in 8 quarters.
American National Bank & Trust's LPL Financial position peaked at $37K in Q1 2024.
68 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

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