Security National Bank’s Blackrock BLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.4M	Buy	9,771 +876	+10%	+$906K	1.12%	28
2026 Q1	$8.55M	Buy	8,895 +1,418	+19%	+$1.49M	1.25%	25
2025 Q4	$8M	Buy	7,477 +149	+2%	+$163K	1.15%	24
2025 Q3	$8.54M	Buy	7,328 +275	+4%	+$307K	1.31%	20
2025 Q2	$7.4M	Buy	7,053 +18	+0.3%	+$17K	1.28%	19
2025 Q1	$6.66M	Buy	+7,035	New	+$6.9M	1.26%	19
2024 Q4	–	Sell	-7,153	Closed	-$6.79M	–	323
2024 Q3	$6.79M	Sell	7,153 -254	-3%	-$220K	0.92%	26
2024 Q2	$5.83M	Sell	7,407 -84	-1%	-$65.5K	0.85%	30
2024 Q1	$6.25M	Buy	7,491 +138	+2%	+$111K	0.95%	27
2023 Q4	$5.97M	Buy	7,353 +19	+0.3%	+$13.3K	1.35%	24
2023 Q3	$4.73M	Sell	7,334 -229	-3%	-$160K	1.33%	27
2023 Q2	$5.23M	Sell	7,563 -296	-4%	-$198K	1.33%	27
2023 Q1	$5.26M	Sell	7,859 -643	-8%	-$453K	1.4%	28
2022 Q4	$6.02M	Sell	8,502 -281	-3%	-$188K	1.62%	24
2022 Q3	$4.83M	Buy	8,783 +185	+2%	+$121K	1.35%	30
2022 Q2	$5.24M	Buy	8,598 +188	+2%	+$122K	1.46%	29
2022 Q1	$6.43M	Buy	8,410 +423	+5%	+$330K	1.47%	30
2021 Q4	$7.31M	Buy	7,987 +268	+3%	+$245K	1.66%	26
2021 Q3	$6.47M	Buy	7,719 +714	+10%	+$640K	1.62%	28
2021 Q2	$6.13M	Buy	7,005 +121	+2%	+$102K	1.61%	27
2021 Q1	$5.19M	Buy	6,884 +74	+1%	+$53.7K	1.53%	27
2020 Q4	$4.91M	Buy	6,810 +1,711	+34%	+$1.13M	1.56%	28
2020 Q3	$2.87M	Buy	+5,099	New	+$2.91M	1%	38

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

FWIA

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

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Security National Bank increased its Blackrock (BLK) stake by 9.8% in Q2 2026, buying an estimated $906K and bringing the position to 9,771 shares worth $9.4M. The position accounts for 1.12% of the portfolio, ranked #28.

Security National Bank first reported a position in BLK in Q3 2020 and has held it in 23 quarters since. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Security National Bank held 9,771 shares of Blackrock worth $9.4M as of Q2 2026.
Security National Bank bought 876 Blackrock shares in Q2 2026, an estimated $906K.
Blackrock made up 1.12% of Security National Bank's portfolio in Q2 2026, its #28 holding.
Security National Bank first reported a position in Blackrock in Q3 2020 and has held it in 23 quarters since.
711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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