Security National Bank Investment Changes in Q1 2026

Security National Bank's portfolio saw substantial changes during the period ending June 30, 2026. Among the most significant movements were large purchases of shares in Bitcoin-related trusts like IBIT and notable additions to holdings such as KLAC, the ticker for KLA Corp. The bank also increased its stake in several ETFs, including Vanguard Index Funds (VO) and iShares TR (ACWX).

Several new positions were established this quarter by Security National Bank. This includes a significant purchase of shares in BSX, the ticker for Boston Scientific Corp, which increased its allocation to 0.38%. The bank also added positions in IBIT (Bitcoin Trust), OUNZ (Gold ETF), and the fossil fuel-focused FREY. Furthermore, holdings in KLA Corp (KLAC) and iShares TR (DXJS) also saw increases.

Conversely, the bank disposed of several significant holdings during this period. Shares in Broadridge Financial Solutions Inc (TRMB) were sold entirely, reducing its allocation to 0.01%. The bank also exited positions in VTS (VanEck Merk Gold ETF), ServiceNow Inc (NOW), and VITESSE Energy Inc (VTS). Additionally, the bank sold shares in NXTG (NextGen Energy ETF) and reduced its stake in several other companies.

The changes reflect a dynamic portfolio strategy. Security National Bank appears to be diversifying across different sectors, including Technology, Consumer Cyclical, Industrials, and others like Bitcoin and Gold. The bank's interest in KLAC (KLA Corp) is particularly noteworthy given the significant increase in shares during this quarter.

The overall portfolio allocation shows Technology as a major sector, followed by Financial Services and Consumer Cyclical. The changes observed suggest that Security National Bank actively manages its investments based on market opportunities and strategic decisions.