AMERICAN NATIONAL BANK & TRUST
BankPosition in LPLA — LPL Financial Holdings Inc.
CIK 1272164
WICHITA FALLS, TX
Position in LPLA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$281
-$19 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#760
of 761 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AMERICAN NATIONAL BANK & TRUST holds $982,622 across 9 Capital Markets names. LPLA ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,350 | $700,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
182 | $184,069 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
339 | $33,994 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
384 | $33,423 | |
| 5 | SCHW |
Schwab Charles Corp
|
143 | $13,194 | |
| 6 | EVR |
Evercore Inc.
|
20 | $6,828 | |
| 7 | SF |
Stifel Financial Corp
|
82 | $5,721 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
36 | $4,828 |
All Filings in LPLA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281 | 1 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $300 | 1 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $357 | 1 | Shares | Sole | 2026-01-20 | |
| 2025-03-31 | $327 | 1 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $2,326 | 10 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $2,793 | 10 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $36,988 | 140 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $31,866 | 140 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||