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Security National Bank’s Diageo DEO Stock Holding History

Security National Bank’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.3K Buy
+1,161
New +$93.7K 0.01% 197

Other funds holding DEO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

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

Security National Bank opened a new position in Diageo (DEO) in Q2 2026: 1,161 shares worth $93.3K. The stake represents 0.01% of the portfolio and ranks #197 among its holdings.

97 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

  • Security National Bank held 1,161 shares of Diageo worth $93.3K as of Q2 2026.
  • Diageo was a new Security National Bank position in Q2 2026.
  • Diageo made up 0.01% of Security National Bank's portfolio in Q2 2026, its #197 holding.
  • 97 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

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