Security National Bank’s Kosmos Energy KOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-88,682	Closed	-$153K	–	386
2025 Q2	$153K	Sell	88,682 -57,318	-39%	-$104K	0.03%	137
2025 Q1	$333K	Hold	146,000	–	–	0.06%	98
2024 Q4	$499K	Hold	146,000	–	–	0.07%	78
2024 Q3	$588K	Hold	146,000	–	–	0.08%	78
2024 Q2	$809K	Hold	146,000	–	–	0.12%	70
2024 Q1	$870K	Hold	146,000	–	–	0.13%	62
2023 Q4	$980K	Hold	146,000	–	–	0.22%	60
2023 Q3	$1.2M	Sell	146,000 -1,395,496	-91%	-$9.89M	0.34%	53
2023 Q2	$9.23M	Hold	1,541,496	–	–	2.35%	9
2023 Q1	$11.5M	Hold	1,541,496	–	–	3.06%	6
2022 Q4	$9.8M	Hold	1,541,496	–	–	2.64%	9
2022 Q3	$7.97M	Hold	1,541,496	–	–	2.22%	12
2022 Q2	$9.54M	Hold	1,541,496	–	–	2.65%	9
2022 Q1	$11.1M	Hold	1,541,496	–	–	2.53%	8
2021 Q4	$5.33M	Hold	1,541,496	–	–	1.21%	33
2021 Q3	$4.56M	Buy	+1,541,496	New	+$3.76M	1.14%	38

Other funds holding KOS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EPIM

Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Security National Bank's KOS Position: Q3 2025 in Review

Security National Bank sold out of Kosmos Energy (KOS) in Q3 2025, closing a stake of 88,682 shares — an estimated $153K sold.

Security National Bank first reported a position in KOS in Q3 2021 and held it in 16 quarters. The position peaked at $11.5M in Q1 2023. 235 funds tracked by Wall St. Rank hold KOS as of Q3 2025.

Security National Bank reported no remaining Kosmos Energy position as of Q3 2025 after selling out during the quarter.
Security National Bank sold 88,682 Kosmos Energy shares in Q3 2025, an estimated $153K.
Security National Bank first reported a position in Kosmos Energy in Q3 2021 and held it in 16 quarters.
Security National Bank's Kosmos Energy position peaked at $11.5M in Q1 2023.
235 funds tracked by Wall St. Rank held Kosmos Energy as of Q3 2025.

Based on Security National Bank's 13F filing for Q3 2025, filed 20 Oct 2025.