Security National Bank’s Trimble TRMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.77M	Buy	93,205 +16,573	+22%	+$980K	0.57%	47
2026 Q1	$5M	Buy	76,632 +2,761	+4%	+$192K	0.73%	41
2025 Q4	$5.79M	Buy	73,871 +527	+0.7%	+$42K	0.83%	37
2025 Q3	$5.99M	Buy	73,344 +5,655	+8%	+$461K	0.92%	32
2025 Q2	$5.14M	Buy	67,689 +1,411	+2%	+$94.8K	0.89%	30
2025 Q1	$4.35M	Sell	66,278 -156	-0.2%	-$11.2K	0.82%	32
2024 Q4	$4.69M	Buy	66,434 +634	+1%	+$43.1K	0.67%	33
2024 Q3	$4.09M	Sell	65,800 -1,150	-2%	-$64.2K	0.56%	40
2024 Q2	$3.74M	Sell	66,950 -531	-0.8%	-$30.6K	0.54%	40
2024 Q1	$4.34M	Buy	67,481 +3,707	+6%	+$211K	0.66%	38
2023 Q4	$3.39M	Buy	63,774 +1,912	+3%	+$91.2K	0.77%	40
2023 Q3	$3.24M	Sell	61,862 -4,228	-6%	-$224K	0.91%	40
2023 Q2	$3.5M	Sell	66,090 -2,449	-4%	-$120K	0.89%	41
2023 Q1	$3.59M	Sell	68,539 -931	-1%	-$49.7K	0.96%	41
2022 Q4	$3.51M	Sell	69,470 -3,035	-4%	-$169K	0.95%	43
2022 Q3	$3.94M	Buy	72,505 +641	+0.9%	+$40.5K	1.1%	40
2022 Q2	$4.18M	Buy	71,864 +1,329	+2%	+$87.3K	1.16%	35
2022 Q1	$5.09M	Buy	70,535 +2,345	+3%	+$167K	1.16%	34
2021 Q4	$5.95M	Buy	68,190 +1,037	+2%	+$89K	1.35%	31
2021 Q3	$5.52M	Buy	67,153 +3,376	+5%	+$296K	1.39%	32
2021 Q2	$5.22M	Buy	63,777 +2,069	+3%	+$164K	1.37%	32
2021 Q1	$4.8M	Buy	61,708 +3,391	+6%	+$245K	1.41%	31
2020 Q4	$3.89M	Buy	58,317 +18	+0%	+$1.03K	1.24%	32
2020 Q3	$2.84M	Buy	58,299 +4,482	+8%	+$214K	0.99%	39
2020 Q2	$2.32M	Buy	53,817 +4,125	+8%	+$155K	0.96%	40
2020 Q1	$1.58M	Buy	49,692 +2,303	+5%	+$90K	0.83%	40
2019 Q4	$1.98M	Buy	47,389 +1,366	+3%	+$54.3K	0.88%	42
2019 Q3	$1.79M	Buy	46,023 +1,077	+2%	+$43.3K	0.84%	44
2019 Q2	$2.03M	Buy	44,946 +487	+1%	+$20.2K	1%	41
2019 Q1	$1.8M	Buy	44,459 +450	+1%	+$17.1K	0.93%	44
2018 Q4	$1.45M	Buy	44,009 +1,997	+5%	+$73.5K	0.9%	44
2018 Q3	$1.83M	Buy	42,012 +1,039	+3%	+$40.6K	1.01%	39
2018 Q2	$1.35M	Buy	40,973 +3,969	+11%	+$138K	0.86%	42
2018 Q1	$1.33M	Sell	37,004 -3,539	-9%	-$143K	0.89%	43
2017 Q4	$1.65M	Sell	40,543 -333	-0.8%	-$13.6K	1.07%	38
2017 Q3	$1.6M	Buy	40,876 +750	+2%	+$28.5K	1.1%	40
2017 Q2	$1.43M	Buy	40,126 +1,738	+5%	+$60.3K	1.04%	41
2017 Q1	$1.23M	Buy	+38,388	New	+$1.19M	0.92%	41

Other funds holding TRMB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Security National Bank increased its Trimble (TRMB) stake by 22% in Q2 2026, buying an estimated $980K and bringing the position to 93,205 shares worth $4.77M. The position accounts for 0.57% of the portfolio, ranked #47.

Security National Bank first reported a position in TRMB in Q1 2017 and has held it in 38 quarters since. The position peaked at $5.99M in Q3 2025. 703 funds tracked by Wall St. Rank hold TRMB as of Q2 2026.

Security National Bank held 93,205 shares of Trimble worth $4.77M as of Q2 2026.
Security National Bank bought 16,573 Trimble shares in Q2 2026, an estimated $980K.
Trimble made up 0.57% of Security National Bank's portfolio in Q2 2026, its #47 holding.
Security National Bank first reported a position in Trimble in Q1 2017 and has held it in 38 quarters since.
Security National Bank's Trimble position peaked at $5.99M in Q3 2025.
703 funds tracked by Wall St. Rank held Trimble as of Q2 2026.

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