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Security National Bank’s Colgate-Palmolive CL Stock Holding History

Security National Bank’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.17K Hold
100
– – ﹤0.01% 328
2026
Q1 		$8.52K Sell
100
-100
-50% -$8.91K ﹤0.01% 334
2025
Q4 		$15.8K Buy
200
+100
+100% +$7.84K ﹤0.01% 290
2025
Q3 		$7.99K Hold
100
– – ﹤0.01% 322
2025
Q2 		$9.09K Hold
100
– – ﹤0.01% 283
2025
Q1 		$9.37K Hold
100
– – ﹤0.01% 286
2024
Q4 		$9.09K Hold
100
– – ﹤0.01% 284
2024
Q3 		$10.4K Hold
100
– – ﹤0.01% 255
2024
Q2 		$9.7K Hold
100
– – ﹤0.01% 254
2024
Q1 		$9.01K Hold
100
– – ﹤0.01% 247
2023
Q4 		$7.97K Buy
+100
New +$7.52K ﹤0.01% 261
2021
Q3 		– Sell
-5,651
Closed -$460K – 104
2021
Q2 		$460K Hold
5,651
– – 0.12% 67
2021
Q1 		$445K Sell
5,651
-33,388
-86% -$2.62M 0.13% 66
2020
Q4 		$3.34M Sell
39,039
-157
-0.4% -$13K 1.06% 37
2020
Q3 		$3.02M Buy
39,196
+1,133
+3% +$86.4K 1.05% 37
2020
Q2 		$2.79M Buy
38,063
+2,350
+7% +$167K 1.15% 36
2020
Q1 		$2.37M Buy
35,713
+294
+0.8% +$20.7K 1.24% 33
2019
Q4 		$2.44M Buy
35,419
+1,308
+4% +$89.2K 1.09% 38
2019
Q3 		$2.51M Buy
34,111
+2,218
+7% +$161K 1.18% 40
2019
Q2 		$2.29M Buy
31,893
+1,304
+4% +$92.6K 1.13% 39
2019
Q1 		$2.1M Buy
30,589
+4,602
+18% +$297K 1.09% 40
2018
Q4 		$1.55M Buy
25,987
+1,542
+6% +$96.5K 0.96% 41
2018
Q3 		$1.64M Buy
24,445
+1,131
+5% +$75.3K 0.91% 41
2018
Q2 		$1.51M Buy
23,314
+235
+1% +$15.4K 0.96% 40
2018
Q1 		$1.66M Sell
23,079
-3,222
-12% -$232K 1.11% 38
2017
Q4 		$1.98M Buy
26,301
+2,432
+10% +$178K 1.29% 35
2017
Q3 		$1.74M Buy
23,869
+84
+0.4% +$6.05K 1.19% 37
2017
Q2 		$1.76M Buy
23,785
+799
+3% +$59.3K 1.28% 34
2017
Q1 		$1.68M Buy
+22,986
New +$1.61M 1.26% 32

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Security National Bank held its Colgate-Palmolive (CL) position steady in Q2 2026 at 100 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Security National Bank first reported a position in CL in Q1 2017 and has held it in 29 quarters since. The position peaked at $3.34M in Q4 2020. 470 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Security National Bank held 100 shares of Colgate-Palmolive worth $9.17K as of Q2 2026.
  • Security National Bank left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #328 holding.
  • Security National Bank first reported a position in Colgate-Palmolive in Q1 2017 and has held it in 29 quarters since.
  • Security National Bank's Colgate-Palmolive position peaked at $3.34M in Q4 2020.
  • 470 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

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