SECURITY NATIONAL BANK OF SO DAK TEL — TE CONNECTIVITY LTD

Ownership history in SECURITY NATIONAL BANK OF SO DAK  ·  8 quarters on record

AI Ownership Summary

SECURITY NATIONAL BANK OF SO DAK reported TE CONNECTIVITY LTD (TEL) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.21% in 2025 Q4. The latest visible filing shows TEL at 1.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SECURITY NATIONAL BANK OF SO DAK's position in TE CONNECTIVITY LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TEL was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TEL stock page SECURITY NATIONAL BANK OF SO DAK fund profile SECURITY NATIONAL BANK OF SO DAK full holdings
How SECURITY NATIONAL BANK OF SO DAK held TEL — position size vs. price
% of Fund (quarterly)    TEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,840 -30 -0.3% 1.01% $2.2M 2026-09-18 $205.42
2026 Q1 ADDED — — — 10,870 +102 +0.9% 1.10% $2.3M 2026-05-15 $203.53
2025 Q4 REDUCED — — — 10,768 -92 -0.8% 1.21% $2.4M 2026-02-13 $233.65
2025 Q3 REDUCED — — — 10,860 -5 -0.0% 1.20% $2.4M 2025-10-14 $218.28
2025 Q2 ADDED — — — 10,865 +50 +0.5% 1.00% $1.8M 2025-08-15 $199.82
2025 Q1 ADDED — — — 10,815 +103 +1.0% 0.86% $1.5M 2025-04-29 $142.55
2024 Q4 ADDED — — — 10,712 +5 +0.0% 0.85% $1.5M 2025-02-14 $149.31
2024 Q2 INITIATED — — — 10,707 — — 0.96% $1.6M 2024-08-15 $144.41

🏢 Other funds also holding TEL

As of 2026 Q3 — sorted by position size

Perpetual Ltd 3Y 7Y 4.65% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 1.56% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 1.28% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 1.26% Bell Asset Management Ltd 3Y 7Y 1.02% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 0.82% Dakota Community Bank & Trust NA 3Y 0.61% Dorato Capital Management 0.57% Adelphi Trust Co 0.52% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.51%

FAQ About SECURITY NATIONAL BANK OF SO DAK and TEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has SECURITY NATIONAL BANK OF SO DAK reported owning TEL?

SECURITY NATIONAL BANK OF SO DAK reported TEL across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported TEL position in SECURITY NATIONAL BANK OF SO DAK's portfolio?

The largest reported portfolio weight for TEL was 1.21% in 2025 Q4.

What is the latest reported TEL position on this page?

The most recent filing on this page is 2026 Q2, when SECURITY NATIONAL BANK OF SO DAK reported 10,840 shares, equal to 1.01% of portfolio, with an estimated market value of $2.2M.

What does the chart on this TEL ownership page compare?

The chart compares SECURITY NATIONAL BANK OF SO DAK's quarterly TEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SECURITY NATIONAL BANK OF SO DAK time their TEL position?

Based on 13F filing dates vs. subsequent TEL price moves, SECURITY NATIONAL BANK OF SO DAK correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on TEL relative to SPY over the holding period was +0.3%.

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