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Security National Bank’s Dow Inc DOW Stock Holding History

Security National Bank’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-85
Closed -$1.95K – 381
2025
Q3 		$1.95K Sell
85
-1,749
-95% -$43.6K ﹤0.01% 361
2025
Q2 		$48.6K Buy
1,834
+145
+9% +$4.22K 0.01% 217
2025
Q1 		$59K Buy
1,689
+68
+4% +$2.61K 0.01% 206
2024
Q4 		$65.1K Hold
1,621
– – 0.01% 191
2024
Q3 		$88.6K Hold
1,621
– – 0.01% 158
2024
Q2 		$86K Hold
1,621
– – 0.01% 154
2024
Q1 		$93.9K Sell
1,621
-597
-27% -$33K 0.01% 150
2023
Q4 		$122K Sell
2,218
-68,925
-97% -$3.52M 0.03% 131
2023
Q3 		$3.62M Sell
71,143
-11,469
-14% -$616K 1.02% 37
2023
Q2 		$4.4M Sell
82,612
-7,698
-9% -$409K 1.12% 35
2023
Q1 		$4.95M Sell
90,310
-2,616
-3% -$147K 1.32% 30
2022
Q4 		$4.68M Sell
92,926
-1,713
-2% -$83.7K 1.26% 34
2022
Q3 		$4.16M Buy
94,639
+1,582
+2% +$80.2K 1.16% 34
2022
Q2 		$4.8M Buy
93,057
+2,466
+3% +$158K 1.34% 31
2022
Q1 		$5.77M Buy
90,591
+28,112
+45% +$1.7M 1.32% 32
2021
Q4 		$3.54M Sell
62,479
-27,175
-30% -$1.55M 0.8% 44
2021
Q3 		$5.16M Buy
89,654
+6,013
+7% +$368K 1.29% 35
2021
Q2 		$5.29M Buy
83,641
+3,565
+4% +$235K 1.39% 30
2021
Q1 		$5.12M Buy
+80,076
New +$4.79M 1.51% 30

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Security National Bank's DOW Position: Q4 2025 in Review

Security National Bank sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 85 shares — an estimated $1.95K sold.

Security National Bank first reported a position in DOW in Q1 2021 and held it in 19 quarters. The position peaked at $5.77M in Q1 2022. 1,118 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

  • Security National Bank reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
  • Security National Bank sold 85 Dow Inc shares in Q4 2025, an estimated $1.95K.
  • Security National Bank first reported a position in Dow Inc in Q1 2021 and held it in 19 quarters.
  • Security National Bank's Dow Inc position peaked at $5.77M in Q1 2022.
  • 1,118 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Security National Bank's 13F filing for Q4 2025, filed 5 Feb 2026.