Security National Bank’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Hold	20,534	–	–	0.14%	88
2026 Q1	$1.47M	Hold	20,534	–	–	0.21%	74
2025 Q4	$1.39M	Buy	20,534 +66	+0.3%	+$3.47K	0.2%	73
2025 Q3	$910K	Buy	20,468 +6,968	+52%	+$263K	0.14%	76
2025 Q2	$465K	Hold	13,500	–	–	0.08%	89
2025 Q1	$439K	Hold	13,500	–	–	0.08%	88
2024 Q4	$372K	Hold	13,500	–	–	0.05%	88
2024 Q3	$402K	Hold	13,500	–	–	0.05%	91
2024 Q2	$376K	Sell	13,500 -12,641	-48%	-$348K	0.05%	89
2024 Q1	$622K	Hold	26,141	–	–	0.09%	70
2023 Q4	$595K	Buy	26,141 +12,641	+94%	+$281K	0.13%	71
2023 Q3	$293K	Hold	13,500	–	–	0.08%	86
2023 Q2	$295K	Hold	13,500	–	–	0.08%	88
2023 Q1	$312K	Hold	13,500	–	–	0.08%	80
2022 Q4	$310K	Hold	13,500	–	–	0.08%	81
2022 Q3	$247K	Hold	13,500	–	–	0.07%	86
2022 Q2	$263K	Hold	13,500	–	–	0.07%	82
2022 Q1	$322K	Hold	13,500	–	–	0.07%	83
2021 Q4	$302K	Buy	+13,500	New	+$304K	0.07%	84
2021 Q1	–	Sell	-8,347	Closed	-$213K	–	99
2020 Q4	$213K	Buy	+8,347	New	+$197K	0.07%	68

Other funds holding SIVR

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

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

Security National Bank held its abrdn Physical Silver Shares ETF (SIVR) position steady in Q2 2026 at 20,534 shares worth $1.15M. The position accounts for 0.14% of the portfolio, ranked #88.

Security National Bank first reported a position in SIVR in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.47M in Q1 2026. 39 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Security National Bank held 20,534 shares of abrdn Physical Silver Shares ETF worth $1.15M as of Q2 2026.
Security National Bank left its abrdn Physical Silver Shares ETF share count unchanged in Q2 2026.
abrdn Physical Silver Shares ETF made up 0.14% of Security National Bank's portfolio in Q2 2026, its #88 holding.
Security National Bank first reported a position in abrdn Physical Silver Shares ETF in Q4 2020 and has held it in 20 quarters since.
Security National Bank's abrdn Physical Silver Shares ETF position peaked at $1.47M in Q1 2026.
39 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

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