AMERICAN NATIONAL BANK & TRUST UI — Ubiquiti INC CORP COMMON

Ownership history in AMERICAN NATIONAL BANK & TRUST  ·  12 quarters on record

AI Ownership Summary

AMERICAN NATIONAL BANK & TRUST reported Ubiquiti INC CORP COMMON (UI) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.15% in 2025 Q3. The latest visible filing shows UI at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UI 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 Ubiquiti INC CORP COMMON, 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

UI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q3

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

Time in book
Holding Window
2024 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.

UI stock page AMERICAN NATIONAL BANK & TRUST fund profile AMERICAN NATIONAL BANK & TRUST full holdings
How AMERICAN NATIONAL BANK & TRUST held UI — position size vs. price
% of Fund (quarterly)    UI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 260 -1 -0.4% 0.01% $148K 2026-10-07 $634.66
2026 Q2 REDUCED 8.7% +3.8% ❌ 261 -25 -8.7% 0.01% $139K 2026-07-22 $536.60
2026 Q1 REDUCED 15.9% -30.9% ✅ 286 -54 -15.9% 0.02% $226K 2026-04-24 $1030.28
2025 Q4 REDUCED 85.3% +43.0% ❌ 340 -1,971 -85.3% 0.02% $188K 2026-01-20 $560.66
2025 Q3 UNCHANGED — — — 2,311 — 0% 0.15% $1.5M 2025-10-21 $716.70
2025 Q2 REDUCED 14.6% +60.1% ❌ 2,311 -396 -14.6% 0.10% $951K 2025-07-16 $419.02
2025 Q1 REDUCED 30.2% +32.9% ❌ 2,707 -1,169 -30.2% 0.09% $840K 2025-04-09 $307.97
2024 Q4 ADDED — — — 3,876 +19 +0.5% 0.14% $1.3M 2025-01-15 $406.91
2024 Q3 REDUCED — — — 3,857 -60 -1.5% 0.10% $855K 2024-10-02 $225.53
2024 Q2 REDUCED 5.9% +52.7% ❌ 3,917 -246 -5.9% 0.07% $571K 2024-07-23 $168.15
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UI

As of 2026 Q3 — sorted by position size

BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 0.64% Atlas Brown,Inc. 3Y 7Y 0.24% Monument Capital Management 3Y 7Y 0.08% RIVERSEDGE ADVISORS, LLC 3Y 7Y 0.03% Wealth Enhancement Trust Services, Inc. 0.01% Valeo Financial Advisors, LLC 3Y 7Y 0.01% Wedmont Private Capital 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.0% ATWOOD & PALMER INC 3Y 7Y 0.0%

FAQ About AMERICAN NATIONAL BANK & TRUST and UI

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 UI?

AMERICAN NATIONAL BANK & TRUST reported UI across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for UI was 0.15% in 2025 Q3.

What is the latest reported UI position on this page?

The most recent filing on this page is 2026 Q3, when AMERICAN NATIONAL BANK & TRUST reported 260 shares, equal to 0.01% of portfolio, with an estimated market value of $148K.

What does the chart on this UI ownership page compare?

The chart compares AMERICAN NATIONAL BANK & TRUST's quarterly UI 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.

How well did AMERICAN NATIONAL BANK & TRUST time their UI position?

Based on 13F filing dates vs. subsequent UI price moves, AMERICAN NATIONAL BANK & TRUST correctly timed 2 out of 10 reported position changes (20%). The annualised alpha on UI relative to SPY over the holding period was +1232.0%.

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