First Nebraska Trust’s Kansas City Southern KSU Stock Holding History

First Nebraska Trust’s Portfolio KSU Stock Details KSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,129	Closed	-$306K	–	186
2021 Q3	$306K	Hold	1,129	–	–	0.04%	135
2021 Q2	$320K	Hold	1,129	–	–	0.04%	131
2021 Q1	$298K	Buy	+1,129	New	+$246K	0.04%	138

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

First Nebraska Trust's KSU Position: Q4 2021 in Review

First Nebraska Trust sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,129 shares — an estimated $306K sold.

First Nebraska Trust first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $320K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

First Nebraska Trust reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
First Nebraska Trust sold 1,129 Kansas City Southern shares in Q4 2021, an estimated $306K.
First Nebraska Trust first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
First Nebraska Trust's Kansas City Southern position peaked at $320K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on First Nebraska Trust's 13F filing for Q4 2021, filed 24 Jun 2026.