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Security National Bank’s Whirlpool WHR Stock Holding History

Security National Bank’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-696
Closed -$70.6K – 393
2025
Q2 		$70.6K Buy
696
+51
+8% +$4.24K 0.01% 197
2025
Q1 		$58.1K Hold
645
– – 0.01% 207
2024
Q4 		$73.8K Hold
645
– – 0.01% 178
2024
Q3 		$69K Hold
645
– – 0.01% 179
2024
Q2 		$65.9K Hold
645
– – 0.01% 176
2024
Q1 		$77.2K Hold
645
– – 0.01% 163
2023
Q4 		$78.5K Buy
+645
New +$75.1K 0.02% 168
2018
Q3 		– Sell
-15,774
Closed -$2.31M – 67
2018
Q2 		$2.31M Buy
15,774
+907
+6% +$138K 1.47% 31
2018
Q1 		$2.28M Buy
14,867
+1,725
+13% +$288K 1.52% 29
2017
Q4 		$2.22M Sell
13,142
-1,096
-8% -$186K 1.44% 29
2017
Q3 		$2.63M Buy
14,238
+302
+2% +$54K 1.8% 25
2017
Q2 		$2.67M Buy
13,936
+580
+4% +$106K 1.95% 22
2017
Q1 		$2.29M Buy
+13,356
New +$2.37M 1.71% 28

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Security National Bank's WHR Position: Q3 2025 in Review

Security National Bank sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 696 shares — an estimated $70.6K sold.

Security National Bank first reported a position in WHR in Q1 2017 and held it in 13 quarters. The position peaked at $2.67M in Q2 2017. 490 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Security National Bank reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Security National Bank sold 696 Whirlpool shares in Q3 2025, an estimated $70.6K.
  • Security National Bank first reported a position in Whirlpool in Q1 2017 and held it in 13 quarters.
  • Security National Bank's Whirlpool position peaked at $2.67M in Q2 2017.
  • 490 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Security National Bank's 13F filing for Q3 2025, filed 20 Oct 2025.