Citizens National Bank Trust Department
BankPosition in INTU — Intuit Inc.
CIK 1806425
MERIDIAN, MS
Position in INTU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$961,524
-$584,666 QoQ
Shares Held
3,684
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#860
of 1,744 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 58%
Shared 42%
None 0%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Citizens National Bank Trust Department holds $7,981,791 across 7 Software - Application names. INTU ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
21,581 | $2,142,561 | |
| 2 | UBER |
Uber Technologies, Inc
|
27,087 | $1,954,597 | |
| 3 | ADP |
Automatic Data Processing Inc
|
7,383 | $1,653,422 | |
| 4 | INTU |
Intuit Inc.
This page
|
3,684 | $961,524 | |
| 5 | CRM |
Salesforce, Inc.
|
6,012 | $941,839 | |
| 6 | ADBE |
Adobe Inc.
|
1,028 | $210,760 | |
| 7 | FICO |
Fair Isaac Corp
|
98 | $117,088 |
All Filings in INTU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,524 | 3,684 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,546,190 | 3,576 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,558,674 | 2,353 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,617,130 | 2,368 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,872,196 | 2,377 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,498,749 | 2,441 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,515,942 | 2,412 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,587,897 | 2,557 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,588,476 | 2,417 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,512,550 | 2,327 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,460,695 | 2,337 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,219,613 | 2,387 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,095,990 | 2,392 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,171,195 | 2,627 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,022,480 | 2,627 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,023,299 | 2,642 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $647,539 | 1,680 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $372,651 | 775 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||