Security National Bank’s Baron First Principles ETF RONB Stock Holding History

Security National Bank’s Portfolio RONB Stock Details RONB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$234K	Buy	+9,592	New	+$227K	0.03%	148

Other funds holding RONB

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Security National Bank opened a new position in Baron First Principles ETF (RONB) in Q2 2026: 9,592 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings.

11 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

Security National Bank held 9,592 shares of Baron First Principles ETF worth $234K as of Q2 2026.
Baron First Principles ETF was a new Security National Bank position in Q2 2026.
Baron First Principles ETF made up 0.03% of Security National Bank's portfolio in Q2 2026, its #148 holding.
11 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

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