Security National Bank’s GXO Logistics GXO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,534	Closed	-$79.5K	–	418
2026 Q1	$79.5K	Sell	1,534 -91,290	-98%	-$5.23M	0.01%	200
2025 Q4	$4.89M	Buy	92,824 +2,254	+2%	+$118K	0.7%	42
2025 Q3	$4.79M	Buy	90,570 +6,020	+7%	+$310K	0.73%	40
2025 Q2	$4.12M	Buy	84,550 +30,914	+58%	+$1.23M	0.71%	41
2025 Q1	$2.1M	Sell	53,636 -20,558	-28%	-$859K	0.4%	53
2024 Q4	$3.23M	Buy	74,194 +404	+0.5%	+$22.2K	0.46%	44
2024 Q3	$3.84M	Buy	73,790 +513	+0.7%	+$26K	0.52%	42
2024 Q2	$3.7M	Buy	73,277 +1,821	+3%	+$91.9K	0.54%	42
2024 Q1	$3.84M	Buy	71,456 +348	+0.5%	+$18.8K	0.58%	42
2023 Q4	$4.35M	Buy	71,108 +2,356	+3%	+$132K	0.98%	34
2023 Q3	$4.01M	Sell	68,752 -1,384	-2%	-$86.6K	1.13%	31
2023 Q2	$4.41M	Sell	70,136 -42,891	-38%	-$2.41M	1.12%	34
2023 Q1	$5.7M	Sell	113,027 -2,369	-2%	-$118K	1.52%	26
2022 Q4	$4.93M	Buy	115,396 +1,665	+1%	+$66.8K	1.33%	31
2022 Q3	$3.99M	Buy	+113,731	New	+$5.02M	1.11%	38

Other funds holding GXO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return