Security National Bank’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$141K Buy
345
+3
+0.9% +$1.27K 0.02% 173
2026
Q1
$145K Buy
342
+7
+2% +$3.25K 0.02% 159
2025
Q4
$175K Hold
335
0.03% 150
2025
Q3
$163K Hold
335
0.03% 151
2025
Q2
$177K Hold
335
0.03% 128
2025
Q1
$170K Hold
335
0.03% 129
2024
Q4
$167K Hold
335
0.02% 125
2024
Q3
$173K Hold
335
0.02% 119
2024
Q2
$149K Hold
335
0.02% 121
2024
Q1
$143K Hold
335
0.02% 120
2023
Q4
$148K Buy
+335
New +$132K 0.03% 120

Other funds holding SPGI

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

Security National Bank increased its S&P Global (SPGI) stake by 0.88% in Q2 2026, buying an estimated $1.27K and bringing the position to 345 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #173.

Security National Bank first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $177K in Q2 2025. 2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Security National Bank held 345 shares of S&P Global worth $141K as of Q2 2026.
  • Security National Bank bought 3 S&P Global shares in Q2 2026, an estimated $1.27K.
  • S&P Global made up 0.02% of Security National Bank's portfolio in Q2 2026, its #173 holding.
  • Security National Bank first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Security National Bank's S&P Global position peaked at $177K in Q2 2025.
  • 2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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