Security National Bank quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Security National Bank opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1719739): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-15). 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.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Human Investing LLC | United States | $0.687B | 132 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | United States | $0.687B | 301 |
| Maridea Wealth Management LLC | United States | $0.688B | 454 |
| Alpine Bank Wealth Management | United States | $0.688B | 272 |
| Lebenthal Global Advisors, LLC | United States | $0.688B | 295 |
| Strategic Point Investment Advisors, LLC | United States | $0.688B | 35 |
| Estabrook Capital Management | United States | $0.685B | 380 |
| SIERRA SUMMIT ADVISORS LLC | United States | $0.688B | 180 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | United States | $0.688B | 158 |
| KPP Advisory Services LLC | United States | $0.689B | 349 |