Security National Bank’s American Tower AMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-150	Closed	-$25.9K	–	396
2026 Q1	$25.9K	Hold	150	–	–	﹤0.01%	277
2025 Q4	$26.3K	Hold	150	–	–	﹤0.01%	270
2025 Q3	$28.8K	Hold	150	–	–	﹤0.01%	269
2025 Q2	$33.2K	Sell	150 -40	-21%	-$8.64K	0.01%	236
2025 Q1	$41.3K	Hold	190	–	–	0.01%	225
2024 Q4	$34.8K	Hold	190	–	–	0.01%	231
2024 Q3	$44.2K	Hold	190	–	–	0.01%	205
2024 Q2	$36.9K	Hold	190	–	–	0.01%	214
2024 Q1	$37.5K	Hold	190	–	–	0.01%	207
2023 Q4	$41K	Buy	+190	New	+$35.9K	0.01%	213

Other funds holding AMT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Security National Bank's AMT Position: Q2 2026 in Review

Security National Bank sold out of American Tower (AMT) in Q2 2026, closing a stake of 150 shares — an estimated $25.9K sold.

Security National Bank first reported a position in AMT in Q4 2023 and held it in 10 quarters. The position peaked at $44.2K in Q3 2024. 306 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Security National Bank reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
Security National Bank sold 150 American Tower shares in Q2 2026, an estimated $25.9K.
Security National Bank first reported a position in American Tower in Q4 2023 and held it in 10 quarters.
Security National Bank's American Tower position peaked at $44.2K in Q3 2024.
306 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.