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Security National Bank’s AB Disruptors ETF FWD Stock Holding History

Security National Bank’s Portfolio FWD Stock Details FWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.9K Hold
411
– – 0.01% 228
2026
Q1 		$44.6K Hold
411
– – 0.01% 249
2025
Q4 		$42.9K Hold
411
– – 0.01% 246
2025
Q3 		$41.6K Buy
+411
New +$38.5K 0.01% 253

Other funds holding FWD

BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
PMG Wealth Management Hawthorn Woods, Illinois $162M AUM 18.57% 1-Year Est. Return

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

Security National Bank held its AB Disruptors ETF (FWD) position steady in Q2 2026 at 411 shares worth $60.9K. The position accounts for 0.01% of the portfolio, ranked #228.

Security National Bank first reported a position in FWD in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Security National Bank held 411 shares of AB Disruptors ETF worth $60.9K as of Q2 2026.
  • Security National Bank left its AB Disruptors ETF share count unchanged in Q2 2026.
  • AB Disruptors ETF made up 0.01% of Security National Bank's portfolio in Q2 2026, its #228 holding.
  • Security National Bank first reported a position in AB Disruptors ETF in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

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