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Security National Bank’s Novartis NVS Stock Holding History

Security National Bank’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.35K Buy
+15
New +$2.25K ﹤0.01% 364

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

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

Security National Bank opened a new position in Novartis (NVS) in Q2 2026: 15 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings.

285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Security National Bank held 15 shares of Novartis worth $2.35K as of Q2 2026.
  • Novartis was a new Security National Bank position in Q2 2026.
  • Novartis made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #364 holding.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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