Security National Bank’s Seven Hills Realty Trust SEVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$8	–	434
2026 Q1	$8	Buy	+1	New	+$9	﹤0.01%	410

Other funds holding SEVN

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return