Security National Bank’s iShares Bitcoin Trust IBIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.47M	Buy	+74,276	New	+$3.02M	0.3%	63

Other funds holding IBIT

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

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

Security National Bank opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 74,276 shares worth $2.47M. The stake represents 0.3% of the portfolio and ranks #63 among its holdings.

244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Security National Bank held 74,276 shares of iShares Bitcoin Trust worth $2.47M as of Q2 2026.
iShares Bitcoin Trust was a new Security National Bank position in Q2 2026.
iShares Bitcoin Trust made up 0.3% of Security National Bank's portfolio in Q2 2026, its #63 holding.
244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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