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Security National Bank’s Kohl's KSS Stock Holding History

Security National Bank’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,507
Closed -$35.2K – 322
2024
Q4 		$35.2K Buy
2,507
+907
+57% +$15.6K 0.01% 229
2024
Q3 		$33.8K Buy
1,600
+116
+8% +$2.36K ﹤0.01% 216
2024
Q2 		$34.1K Buy
+1,484
New +$35.8K 0.01% 215

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Security National Bank's KSS Position: Q1 2025 in Review

Security National Bank sold out of Kohl's (KSS) in Q1 2025, closing a stake of 2,507 shares — an estimated $35.2K sold.

Security National Bank first reported a position in KSS in Q2 2024 and held it in 3 quarters. The position peaked at $35.2K in Q4 2024. 340 funds tracked by Wall St. Rank hold KSS as of Q1 2025.

  • Security National Bank reported no remaining Kohl's position as of Q1 2025 after selling out during the quarter.
  • Security National Bank sold 2,507 Kohl's shares in Q1 2025, an estimated $35.2K.
  • Security National Bank first reported a position in Kohl's in Q2 2024 and held it in 3 quarters.
  • Security National Bank's Kohl's position peaked at $35.2K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Kohl's as of Q1 2025.

Based on Security National Bank's 13F filing for Q1 2025, filed 23 Apr 2025.