Security National Bank’s Meritage Homes MTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.4M	Hold	123,500	–	–	1.24%	24
2026 Q1	$7.64M	Hold	123,500	–	–	1.11%	28
2025 Q4	$8.13M	Hold	123,500	–	–	1.17%	21
2025 Q3	$8.95M	Hold	123,500	–	–	1.37%	17
2025 Q2	$8.27M	Hold	123,500	–	–	1.43%	16
2025 Q1	$8.75M	Buy	123,500 +5,000	+4%	+$376K	1.65%	16
2024 Q4	$9.11M	Hold	118,500	–	–	1.3%	16
2024 Q3	$12.2M	Hold	118,500	–	–	1.65%	13
2024 Q2	$9.59M	Hold	118,500	–	–	1.39%	15
2024 Q1	$10.4M	Buy	118,500 +5,500	+5%	+$445K	1.57%	14
2023 Q4	$9.84M	Buy	+113,000	New	+$7.79M	2.22%	11

Other funds holding MTH

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Security National Bank held its Meritage Homes (MTH) position steady in Q2 2026 at 123,500 shares worth $10.4M. The position accounts for 1.24% of the portfolio, ranked #24.

Security National Bank first reported a position in MTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2M in Q3 2024. 38 funds tracked by Wall St. Rank hold MTH as of Q2 2026.

Security National Bank held 123,500 shares of Meritage Homes worth $10.4M as of Q2 2026.
Security National Bank left its Meritage Homes share count unchanged in Q2 2026.
Meritage Homes made up 1.24% of Security National Bank's portfolio in Q2 2026, its #24 holding.
Security National Bank first reported a position in Meritage Homes in Q4 2023 and has held it in 11 quarters since.
Security National Bank's Meritage Homes position peaked at $12.2M in Q3 2024.
38 funds tracked by Wall St. Rank held Meritage Homes as of Q2 2026.

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