Security National Bank Purchases and Sells in Q3 2025

Security National Bank

$636 Million
Q3 2025

Top Buys

Incresed Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	1.31K + 1.18%	$202.38 - $256.87 $265K - $337K	112K $28.6M
IBM	14.6K + 1089.3%	$234.77 - $292.47 $3.42M - $4.26M	15.9K $4.48M
GOOGL	2.23K + 5.12%	$174.36 - $254.72 $389K - $569K	45.8K $11.1M
BRK-B	3.28K + 4.94%	$459.11 - $506.91 $1.51M - $1.66M	69.7K $35.1M
ASML	895 + 8.36%	$689.63 - $968.09 $617K - $866K	11.6K $11.2M
WM	11.7K + 3711.71%	$213.88 - $237.1 $2.51M - $2.78M	12K $2.66M

New Holdings

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIVO	165K New	$42.39 - $44.63 $7.02M - $7.39M	165K $7.38M
CDX	179K New	$22.78 - $23.33 $4.08M - $4.18M	179K $4.1M
GSEW	5.87K New	$81.55 - $85.33 $479K - $501K	5.87K $499K
RCL	1.5K New	$301.44 - $365.84 $453K - $550K	1.5K $486K
ARLP	15.9K New	$22.54 - $28.0 $359K - $446K	15.9K $402K
VST	2.03K New	$182.0 - $217.92 $369K - $442K	2.03K $397K

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	-131K - 65.46%	$55.61 - $57.37 $7.3M - $7.53M	69.2K $3.95M
ACN	-15.2K - 97.08%	$232.56 - $304.78 $3.53M - $4.62M	456 $112K
UNH	-5.85K - 94.08%	$237.77 - $353.61 $1.39M - $2.07M	368 $127K
XLI	-10.1K - 98.42%	$147.94 - $154.99 $1.49M - $1.56M	162 $24K
MUSA	-55 - 0.1%	$361.83 - $435.43 $19.9K - $23.9K	52.6K $20.4M
META	-895 - 32.02%	$695.21 - $791.73 $622K - $709K	1.9K $1.4M

Activity Summary All Purchases 164 New Holdings 78 Increased Positions 86 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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