Security National Bank

SEC CIK: 0001719739
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Security National Bank, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overview All 13F holders of BR Full Q2 2026 holdings

Shares (Q2 2026): 684
Value: $93.7K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of BR by Security National Bank, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	684	$93.7K	<0.1%	−16,334−96.0%	Reduced	Holders
Q1 2026	17,018	$2.77M	0.4%	−80−0.5%	Reduced	Holders
Q4 2025	17,098	$3.82M	0.5%	+246+1.5%	Added	Holders
Q3 2025	16,852	$4.01M	0.6%	−376−2.2%	Reduced	Holders
Q2 2025	17,228	$4.19M	0.7%	−2,075−10.7%	Reduced	Holders
Q1 2025	19,303	$4.68M	0.9%	−437−2.2%	Reduced	Holders
Q4 2024	19,740	$4.46M	0.6%	−473−2.3%	Reduced	Holders
Q3 2024	20,213	$4.35M	0.6%	−74−0.4%	Reduced	Holders
Q2 2024	20,287	$4.00M	0.6%	+160+0.8%	Added	Holders
Q1 2024	20,127	$4.12M	0.6%	−46−0.2%	Reduced	Holders
Q4 2023	20,173	$4.15M	0.9%	−576−2.8%	Reduced	Holders
Q3 2023	20,749	$3.76M	1.1%	+15+0.1%	Added	Holders
Q2 2023	20,734	$3.43M	0.9%	−219−1.0%	Reduced	Holders
Q1 2023	20,953	$3.07M	0.8%	−3,083−12.8%	Reduced	Holders
Q4 2022	24,036	$3.22M	0.9%	+817+3.5%	Added	Holders
Q3 2022	23,219	$3.35M	0.9%	−41−0.2%	Reduced	Holders
Q2 2022	23,260	$3.32M	0.9%	−393−1.7%	Reduced	Holders
Q1 2022	23,653	$3.68M	0.8%	+804+3.5%	Added	Holders
Q4 2021	22,849	$4.18M	0.9%	−670−2.8%	Reduced	Holders
Q3 2021	23,519	$3.92M	1.0%	−296−1.2%	Reduced	Holders
Q2 2021	23,815	$3.85M	1.0%	−372−1.5%	Reduced	Holders
Q1 2021	24,187	$3.70M	1.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.