Security National Bank’s T1 Energy TE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.71M	Sell	391,315 -390,000	-50%	-$2.77M	0.44%	52
2026 Q1	$3.43M	Hold	781,315	–	–	0.5%	50
2025 Q4	$5.22M	Hold	781,315	–	–	0.75%	40
2025 Q3	$1.7M	Hold	781,315	–	–	0.26%	63
2025 Q2	$961K	Hold	781,315	–	–	0.17%	70
2025 Q1	$984K	Hold	781,315	–	–	0.19%	71
2024 Q4	$2.02M	Hold	781,315	–	–	0.29%	54
2024 Q3	$758K	Hold	781,315	–	–	0.1%	72
2024 Q2	$1.33M	Buy	+781,315	New	+$1.49M	0.19%	57
2024 Q1	–	Sell	-781,315	Closed	-$1.46M	–	324
2023 Q4	$1.46M	Hold	781,315	–	–	0.33%	55
2023 Q3	$3.91M	Hold	781,315	–	–	1.1%	34
2023 Q2	$7.31M	Hold	781,315	–	–	1.86%	17
2023 Q1	$6.95M	Hold	781,315	–	–	1.85%	22
2022 Q4	$6.78M	Hold	781,315	–	–	1.83%	21
2022 Q3	$11.1M	Buy	+781,315	New	+$8.73M	3.1%	6

Other funds holding TE

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Security National Bank reduced its T1 Energy (TE) stake by 50% in Q2 2026, selling an estimated $2.77M and leaving 391,315 shares worth $3.71M. The position accounts for 0.44% of the portfolio, ranked #52.

Security National Bank first reported a position in TE in Q3 2022 and has held it in 15 quarters since. The position peaked at $11.1M in Q3 2022. 316 funds tracked by Wall St. Rank hold TE as of Q2 2026.

Security National Bank held 391,315 shares of T1 Energy worth $3.71M as of Q2 2026.
Security National Bank sold 390,000 T1 Energy shares in Q2 2026, an estimated $2.77M.
T1 Energy made up 0.44% of Security National Bank's portfolio in Q2 2026, its #52 holding.
Security National Bank first reported a position in T1 Energy in Q3 2022 and has held it in 15 quarters since.
Security National Bank's T1 Energy position peaked at $11.1M in Q3 2022.
316 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

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