Security National Bank’s Alexander & Baldwin ALEX Stock Holding History

Security National Bank’s Portfolio ALEX Stock Details ALEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-465	Closed	-$9.6K	–	413
2025 Q4	$9.6K	Hold	465	–	–	﹤0.01%	315
2025 Q3	$8.46K	Hold	465	–	–	﹤0.01%	321
2025 Q2	$8.29K	Hold	465	–	–	﹤0.01%	290
2025 Q1	$8.01K	Hold	465	–	–	﹤0.01%	294
2024 Q4	$8.25K	Hold	465	–	–	﹤0.01%	289
2024 Q3	$8.93K	Hold	465	–	–	﹤0.01%	260
2024 Q2	$7.89K	Hold	465	–	–	﹤0.01%	263
2024 Q1	$7.66K	Hold	465	–	–	﹤0.01%	256
2023 Q4	$8.84K	Buy	+465	New	+$7.86K	﹤0.01%	255

Other funds holding ALEX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Security National Bank's ALEX Position: Q1 2026 in Review

Security National Bank sold out of Alexander & Baldwin (ALEX) in Q1 2026, closing a stake of 465 shares — an estimated $9.6K sold.

Security National Bank first reported a position in ALEX in Q4 2023 and held it in 9 quarters. The position peaked at $9.6K in Q4 2025. 1 fund tracked by Wall St. Rank holds ALEX as of Q1 2026.

Security National Bank reported no remaining Alexander & Baldwin position as of Q1 2026 after selling out during the quarter.
Security National Bank sold 465 Alexander & Baldwin shares in Q1 2026, an estimated $9.6K.
Security National Bank first reported a position in Alexander & Baldwin in Q4 2023 and held it in 9 quarters.
Security National Bank's Alexander & Baldwin position peaked at $9.6K in Q4 2025.
1 fund tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2026.

Based on Security National Bank's 13F filing for Q1 2026, filed 16 Apr 2026.