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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

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

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return