ANBT
PMO

American National Bank & Trust’s Franklin Municipal Opportunities Trust PMO Stock Holding History

American National Bank & Trust’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20,000
Closed -$198K – 684
2025
Q2 		$198K Buy
+20,000
New +$197K 0.02% 256

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American National Bank & Trust's PMO Position: Q3 2025 in Review

American National Bank & Trust sold out of Franklin Municipal Opportunities Trust (PMO) in Q3 2025, closing a stake of 20,000 shares — an estimated $198K sold.

American National Bank & Trust first reported a position in PMO in Q2 2025 and held it in 1 quarter. The position peaked at $198K in Q2 2025. 85 funds tracked by Wall St. Rank hold PMO as of Q3 2025.

  • American National Bank & Trust reported no remaining Franklin Municipal Opportunities Trust position as of Q3 2025 after selling out during the quarter.
  • American National Bank & Trust sold 20,000 Franklin Municipal Opportunities Trust shares in Q3 2025, an estimated $198K.
  • American National Bank & Trust first reported a position in Franklin Municipal Opportunities Trust in Q2 2025 and held it in 1 quarter.
  • American National Bank & Trust's Franklin Municipal Opportunities Trust position peaked at $198K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q3 2025.

Based on American National Bank & Trust's 13F filing for Q3 2025, filed 21 Oct 2025.