Americana Partners’s iShares S&P 100 ETF OEF Stock Holding History

Americana Partners’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$648K	Buy	1,771 +150	+9%	+$53.7K	0.01%	364
2026 Q1	$516K	Buy	1,621 +690	+74%	+$231K	0.01%	347
2025 Q4	$319K	Hold	931	–	–	0.01%	392
2025 Q3	$310K	Buy	+931	New	+$296K	0.01%	376

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Americana Partners's OEF Position: Q2 2026 in Review

Americana Partners increased its iShares S&P 100 ETF (OEF) stake by 9.3% in Q2 2026, buying an estimated $53.7K and bringing the position to 1,771 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #364.

Americana Partners first reported a position in OEF in Q3 2025 and has held it in 4 quarters since. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Americana Partners held 1,771 shares of iShares S&P 100 ETF worth $648K as of Q2 2026.
Americana Partners bought 150 iShares S&P 100 ETF shares in Q2 2026, an estimated $53.7K.
iShares S&P 100 ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #364 holding.
Americana Partners first reported a position in iShares S&P 100 ETF in Q3 2025 and has held it in 4 quarters since.
1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.