Security National Bank’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$420K Sell
3,000
-2
-0.1% -$260 0.05% 117
2026
Q1
$340K Buy
3,002
+2
+0.1% +$228 0.05% 121
2025
Q4
$350K Hold
3,000
0.05% 112
2025
Q3
$305K Hold
3,000
0.05% 119
2025
Q2
$255K Hold
3,000
0.04% 111
2025
Q1
$213K Buy
+3,000
New +$229K 0.04% 119

Other funds holding C

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

Security National Bank reduced its Citigroup (C) stake by 0.07% in Q2 2026, selling an estimated $260 and leaving 3,000 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #117.

Security National Bank first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Security National Bank held 3,000 shares of Citigroup worth $420K as of Q2 2026.
  • Security National Bank sold 2 Citigroup shares in Q2 2026, an estimated $260.
  • Citigroup made up 0.05% of Security National Bank's portfolio in Q2 2026, its #117 holding.
  • Security National Bank first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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