Security National Bank’s Eaton ETN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$558K	Hold	1,309	–	–	0.07%	107
2026 Q1	$468K	Sell	1,309 -23	-2%	-$8.19K	0.07%	104
2025 Q4	$424K	Hold	1,332	–	–	0.06%	105
2025 Q3	$499K	Hold	1,332	–	–	0.08%	93
2025 Q2	$476K	Buy	1,332 +32	+2%	+$9.86K	0.08%	87
2025 Q1	$353K	Hold	1,300	–	–	0.07%	94
2024 Q4	$431K	Hold	1,300	–	–	0.06%	82
2024 Q3	$431K	Hold	1,300	–	–	0.06%	87
2024 Q2	$408K	Hold	1,300	–	–	0.06%	87
2024 Q1	$406K	Hold	1,300	–	–	0.06%	86
2023 Q4	$313K	Hold	1,300	–	–	0.07%	93
2023 Q3	$280K	Hold	1,300	–	–	0.08%	90
2023 Q2	$261K	Sell	1,300 -12	-0.9%	-$2.11K	0.07%	93
2023 Q1	$225K	Buy	1,312 +12	+0.9%	+$2K	0.06%	94
2022 Q4	$204K	Buy	+1,300	New	+$199K	0.06%	99
2022 Q2	–	Sell	-1,319	Closed	-$200K	–	102
2022 Q1	$200K	Buy	1,319 +19	+1%	+$2.97K	0.05%	105
2021 Q4	$225K	Buy	+1,300	New	+$215K	0.05%	97

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Security National Bank held its Eaton (ETN) position steady in Q2 2026 at 1,309 shares worth $558K. The position accounts for 0.07% of the portfolio, ranked #107.

Security National Bank first reported a position in ETN in Q4 2021 and has held it in 17 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Security National Bank held 1,309 shares of Eaton worth $558K as of Q2 2026.
Security National Bank left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.07% of Security National Bank's portfolio in Q2 2026, its #107 holding.
Security National Bank first reported a position in Eaton in Q4 2021 and has held it in 17 quarters since.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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