SNB
ICLR icon

Security National Bank’s Icon ICLR Stock Holding History

Security National Bank’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.7K Hold
200
– – ﹤0.01% 266
2026
Q1 		$22.1K Hold
200
– – ﹤0.01% 285
2025
Q4 		$36.4K Hold
200
– – 0.01% 254
2025
Q3 		$35K Hold
200
– – 0.01% 263
2025
Q2 		$29.1K Hold
200
– – 0.01% 244
2025
Q1 		$35K Hold
200
– – 0.01% 236
2024
Q4 		$41.9K Buy
+200
New +$46.7K 0.01% 220

Other funds holding ICLR

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

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

Security National Bank held its Icon (ICLR) position steady in Q2 2026 at 200 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Security National Bank first reported a position in ICLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.9K in Q4 2024. 421 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

  • Security National Bank held 200 shares of Icon worth $34.7K as of Q2 2026.
  • Security National Bank left its Icon share count unchanged in Q2 2026.
  • Icon made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #266 holding.
  • Security National Bank first reported a position in Icon in Q4 2024 and has held it in 7 quarters since.
  • Security National Bank's Icon position peaked at $41.9K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Icon as of Q2 2026.

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