Security National Bank’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Hold	11,056	–	–	0.06%	113
2026 Q1	$414K	Hold	11,056	–	–	0.06%	107
2025 Q4	$461K	Sell	11,056 -119	-1%	-$4.95K	0.07%	102
2025 Q3	$460K	Hold	11,175	–	–	0.07%	98
2025 Q2	$414K	Hold	11,175	–	–	0.07%	95
2025 Q1	$352K	Hold	11,175	–	–	0.07%	95
2024 Q4	$395K	Hold	11,175	–	–	0.06%	86
2024 Q3	$371K	Hold	11,175	–	–	0.05%	94
2024 Q2	$361K	Hold	11,175	–	–	0.05%	92
2024 Q1	$330K	Hold	11,175	–	–	0.05%	93
2023 Q4	$293K	Buy	+11,175	New	+$287K	0.07%	95

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Security National Bank held its Fidelity Enhanced Large Cap Growth ETF (FELG) position steady in Q2 2026 at 11,056 shares worth $484K. The position accounts for 0.06% of the portfolio, ranked #113.

Security National Bank first reported a position in FELG in Q4 2023 and has held it in 11 quarters since. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Security National Bank held 11,056 shares of Fidelity Enhanced Large Cap Growth ETF worth $484K as of Q2 2026.
Security National Bank left its Fidelity Enhanced Large Cap Growth ETF share count unchanged in Q2 2026.
Fidelity Enhanced Large Cap Growth ETF made up 0.06% of Security National Bank's portfolio in Q2 2026, its #113 holding.
Security National Bank first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

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