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Security National Bank’s Goldman Sachs GS Stock Holding History

Security National Bank’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7
Closed -$5.92K – 417
2026
Q1 		$5.92K Buy
+7
New +$6.25K ﹤0.01% 339

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Security National Bank sold out of Goldman Sachs (GS) in Q2 2026, closing a stake of 7 shares — an estimated $5.92K sold.

Security National Bank first reported a position in GS in Q1 2026 and held it in 1 quarter. The position peaked at $5.92K in Q1 2026. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Security National Bank reported no remaining Goldman Sachs position as of Q2 2026 after selling out during the quarter.
  • Security National Bank sold 7 Goldman Sachs shares in Q2 2026, an estimated $5.92K.
  • Security National Bank first reported a position in Goldman Sachs in Q1 2026 and held it in 1 quarter.
  • Security National Bank's Goldman Sachs position peaked at $5.92K in Q1 2026.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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