American National Bank & Trust’s Ubiquiti UI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$139K	Sell	261 -25	-9%	-$18.9K	0.01%	280
2026 Q1	$226K	Sell	286 -54	-16%	-$36.7K	0.02%	222
2025 Q4	$188K	Sell	340 -1,971	-85%	-$1.25M	0.02%	248
2025 Q3	$1.53M	Hold	2,311	–	–	0.15%	74
2025 Q2	$951K	Sell	2,311 -396	-15%	-$144K	0.1%	112
2025 Q1	$840K	Sell	2,707 -1,169	-30%	-$413K	0.09%	102
2024 Q4	$1.29M	Buy	3,876 +19	+0.5%	+$5.72K	0.14%	77
2024 Q3	$855K	Sell	3,857 -60	-2%	-$11K	0.1%	105
2024 Q2	$571K	Sell	3,917 -246	-6%	-$31.6K	0.07%	134
2024 Q1	$482K	Buy	4,163 +3,670	+744%	+$450K	0.06%	138
2023 Q4	$68.8K	Buy	+493	New	+$60.1K	0.01%	258
2014 Q4	–	Sell	-2,130	Closed	-$80K	–	290
2014 Q3	$80K	Buy	+2,130	New	+$90.5K	0.03%	108

Other funds holding UI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

American National Bank & Trust's UI Position: Q2 2026 in Review

American National Bank & Trust reduced its Ubiquiti (UI) stake by 8.7% in Q2 2026, selling an estimated $18.9K and leaving 261 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #280.

American National Bank & Trust first reported a position in UI in Q3 2014 and has held it in 12 quarters since. The position peaked at $1.53M in Q3 2025. 77 funds tracked by Wall St. Rank hold UI as of Q2 2026.

American National Bank & Trust held 261 shares of Ubiquiti worth $139K as of Q2 2026.
American National Bank & Trust sold 25 Ubiquiti shares in Q2 2026, an estimated $18.9K.
Ubiquiti made up 0.01% of American National Bank & Trust's portfolio in Q2 2026, its #280 holding.
American National Bank & Trust first reported a position in Ubiquiti in Q3 2014 and has held it in 12 quarters since.
American National Bank & Trust's Ubiquiti position peaked at $1.53M in Q3 2025.
77 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.