SNB
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Security National Bank’s Construction Partners ROAD Stock Holding History

Security National Bank’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-223,617
Closed -$15.6M – 326
2024
Q3 		$15.6M Hold
223,617
– – 2.12% 9
2024
Q2 		$12.3M Hold
223,617
– – 1.79% 11
2024
Q1 		$12.6M Hold
223,617
– – 1.9% 10
2023
Q4 		$9.73M Buy
+223,617
New +$9.16M 2.2% 12

Other funds holding ROAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Security National Bank's ROAD Position: Q4 2024 in Review

Security National Bank sold out of Construction Partners (ROAD) in Q4 2024, closing a stake of 223,617 shares — an estimated $15.6M sold.

Security National Bank first reported a position in ROAD in Q4 2023 and held it in 4 quarters. The position peaked at $15.6M in Q3 2024. 290 funds tracked by Wall St. Rank hold ROAD as of Q4 2024.

  • Security National Bank reported no remaining Construction Partners position as of Q4 2024 after selling out during the quarter.
  • Security National Bank sold 223,617 Construction Partners shares in Q4 2024, an estimated $15.6M.
  • Security National Bank first reported a position in Construction Partners in Q4 2023 and held it in 4 quarters.
  • Security National Bank's Construction Partners position peaked at $15.6M in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Construction Partners as of Q4 2024.

Based on Security National Bank's 13F filing for Q4 2024, filed 10 Feb 2025.