Bank & Trust Co quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Bank & Trust Co opened 9 positions, added to 31, reduced 44, sold out of 8 and left 173 unchanged. The largest increase in value was LLY (+$2,745,422); the largest decrease was XOMXXXX (-$678,751).
- PH: Country of operation United States; Class COM; Shares 2026-03-31 171; Shares 2026-06-30 0.
- CAG: Country of operation United States; Class COM; Shares 2026-03-31 4,784; Shares 2026-06-30 0.
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 317; Shares 2026-06-30 0.
- BA: Country of operation United States; Class COM; Shares 2026-03-31 275; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2026082): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Clark & Stuart, Inc | United States | $0.148B | 49 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | United States | $0.148B | 32 |
| Gallagher Capital Advisors, LLC | United States | $0.148B | 65 |
| Hopwood Financial Services, Inc. | United States | $0.148B | 83 |
| Randall & Associates Wealth Management | United States | $0.148B | 56 |
| Pinnacle Wealth Management, LLC | United States | $0.148B | 25 |
| McAlvany Wealth Management LLC | United States | $0.148B | 41 |
| JDH Wealth Management, LLC | United States | $0.148B | 54 |
| COREPATH WEALTH PARTNERS LLC | United States | $0.148B | 41 |
| Flavin Financial Services, Inc. | United States | $0.149B | 72 |