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Security National Bank’s Franklin Senior Loan ETF FLBL Stock Holding History

Security National Bank’s Portfolio FLBL Stock Details FLBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51K Hold
66
– – ﹤0.01% 378
2026
Q1 		$1.52K Buy
+66
New +$1.53K ﹤0.01% 388

Other funds holding FLBL

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

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

Security National Bank held its Franklin Senior Loan ETF (FLBL) position steady in Q2 2026 at 66 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Security National Bank first reported a position in FLBL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.52K in Q1 2026. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

  • Security National Bank held 66 shares of Franklin Senior Loan ETF worth $1.51K as of Q2 2026.
  • Security National Bank left its Franklin Senior Loan ETF share count unchanged in Q2 2026.
  • Franklin Senior Loan ETF made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #378 holding.
  • Security National Bank first reported a position in Franklin Senior Loan ETF in Q1 2026 and has held it in 2 quarters since.
  • Security National Bank's Franklin Senior Loan ETF position peaked at $1.52K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

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