American National Bank & Trust’s Morningstar MORN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.69K	Sell	51 -119	-70%	-$23K	﹤0.01%	478
2026 Q2	$26.5K	Hold	170	–	–	﹤0.01%	420
2026 Q1	$28.7K	Hold	170	–	–	﹤0.01%	408
2025 Q4	$36.9K	Hold	170	–	–	﹤0.01%	397
2025 Q3	$39.4K	Sell	170 -10	-6%	-$2.67K	﹤0.01%	387
2025 Q2	$56.5K	Buy	+180	New	+$53.3K	0.01%	369

Other funds holding MORN

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

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

MCA

Martin Capital Advisors San Antonio, Texas $193M AUM 34.04% 1-Year Est. Return

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

American National Bank & Trust reduced its Morningstar (MORN) stake by 70% in Q3 2026, selling an estimated $23K and leaving 51 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

American National Bank & Trust first reported a position in MORN in Q2 2025 and has held it in 6 quarters since. The position peaked at $56.5K in Q2 2025. 35 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

American National Bank & Trust held 51 shares of Morningstar worth $9.69K as of Q3 2026.
American National Bank & Trust sold 119 Morningstar shares in Q3 2026, an estimated $23K.
Morningstar made up ﹤0.01% of American National Bank & Trust's portfolio in Q3 2026, its #478 holding.
American National Bank & Trust first reported a position in Morningstar in Q2 2025 and has held it in 6 quarters since.
American National Bank & Trust's Morningstar position peaked at $56.5K in Q2 2025.
35 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

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