AMERICAN NATIONAL BANK & TRUST MORN — Morningstar Inc Ordinary Shares

Ownership history in AMERICAN NATIONAL BANK & TRUST  ·  6 quarters on record

AI Ownership Summary

AMERICAN NATIONAL BANK & TRUST reported Morningstar Inc Ordinary Shares (MORN) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows MORN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MORN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMERICAN NATIONAL BANK & TRUST's position in Morningstar Inc Ordinary Shares, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

MORN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MORN stock page AMERICAN NATIONAL BANK & TRUST fund profile AMERICAN NATIONAL BANK & TRUST full holdings
How AMERICAN NATIONAL BANK & TRUST held MORN — position size vs. price
% of Fund (quarterly)    MORN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 51 -119 -70.0% 0.00% $10K 2026-10-07 $200.65
2026 Q2 UNCHANGED — — — 170 — 0% 0.00% $27K 2026-07-22 $166.39
2026 Q1 UNCHANGED — — — 170 — 0% 0.00% $29K 2026-04-24 $175.28
2025 Q4 UNCHANGED — — — 170 — 0% 0.00% $37K 2026-01-20 $205.17
2025 Q3 REDUCED 5.6% -5.4% ✅ 170 -10 -5.6% 0.00% $39K 2025-10-21 $219.21
2025 Q2 INITIATED — — — 180 — — 0.01% $57K 2025-07-16 $286.02

🏢 Other funds also holding MORN

As of 2026 Q3 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.48% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 0.27% YHB Investment Advisors, Inc. 3Y 7Y 0.03% Versant Capital Management, Inc 3Y 7Y 0.01% ELEVATION WEALTH PARTNERS, LLC 3Y 0.01% Grove Bank & Trust 3Y 7Y 0.0% GAMMA Investing LLC 0.0% MJT & Associates Financial Advisory Group, Inc. 0.0% Planning Strategies Inc. 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About AMERICAN NATIONAL BANK & TRUST and MORN

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMERICAN NATIONAL BANK & TRUST reported owning MORN?

AMERICAN NATIONAL BANK & TRUST reported MORN across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported MORN position in AMERICAN NATIONAL BANK & TRUST's portfolio?

The largest reported portfolio weight for MORN was 0.01% in 2025 Q2.

What is the latest reported MORN position on this page?

The most recent filing on this page is 2026 Q3, when AMERICAN NATIONAL BANK & TRUST reported 51 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this MORN ownership page compare?

The chart compares AMERICAN NATIONAL BANK & TRUST's quarterly MORN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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