Position in COST
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,837,367
+$519,586 QoQ
Shares Held
8,378
+14.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#1,009
of 4,178 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COST Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Security National Bank holds $8,192,318 across 3 Discount Stores names. COST ranks #1 (95.7% of the industry book) .
All Filings in COST
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,837,367 | 8,378 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $7,317,781 | 7,344 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $6,105,367 | 7,080 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $6,363,705 | 6,875 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $6,353,434 | 6,418 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $5,755,070 | 6,085 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $755,006 | 824 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $730,492 | 824 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $670,642 | 789 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $582,440 | 795 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $524,763 | 795 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $412,420 | 730 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $393,017 | 730 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $322,965 | 650 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $296,725 | 650 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $306,975 | 650 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $359,460 | 750 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $431,887 | 750 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $425,775 | 750 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $337,012 | 750 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $257,185 | 650 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $297,845 | 845 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $244,907 | 650 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $266,250 | 750 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $227,407 | 750 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $213,847 | 750 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||