SNB
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Security National Bank’s Sundial Growers SNDL Stock Holding History

Security National Bank’s Portfolio SNDL Stock Details SNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,445
Closed -$8.51K – 436
2026
Q1 		$8.51K Hold
6,445
– – ﹤0.01% 335
2025
Q4 		$10.7K Buy
6,445
+5,870
+1,021% +$11.8K ﹤0.01% 306
2025
Q3 		$1.54K Hold
575
– – ﹤0.01% 369
2025
Q2 		$696 Hold
575
– – ﹤0.01% 311
2025
Q1 		$811 Hold
575
– – ﹤0.01% 311
2024
Q4 		$1.03K Hold
575
– – ﹤0.01% 314
2024
Q3 		$1.19K Hold
575
– – ﹤0.01% 278
2024
Q2 		$1.09K Hold
575
– – ﹤0.01% 284
2024
Q1 		$1.15K Hold
575
– – ﹤0.01% 273
2023
Q4 		$943 Buy
+575
New +$865 ﹤0.01% 296

Other funds holding SNDL

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

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

Security National Bank sold out of Sundial Growers (SNDL) in Q2 2026, closing a stake of 6,445 shares — an estimated $8.51K sold.

Security National Bank first reported a position in SNDL in Q4 2023 and held it in 10 quarters. The position peaked at $10.7K in Q4 2025. 9 funds tracked by Wall St. Rank hold SNDL as of Q2 2026.

  • Security National Bank reported no remaining Sundial Growers position as of Q2 2026 after selling out during the quarter.
  • Security National Bank sold 6,445 Sundial Growers shares in Q2 2026, an estimated $8.51K.
  • Security National Bank first reported a position in Sundial Growers in Q4 2023 and held it in 10 quarters.
  • Security National Bank's Sundial Growers position peaked at $10.7K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Sundial Growers as of Q2 2026.

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