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Security National Bank Of Sioux City Iowa

Latest statistics and disclosures from Security National Bank Of Sioux City Iowa's latest quarterly 13F-HR filing:

Top 5 stock holdings are BKMI, AAPL, BRK.B, GOOGL, MSFT, and represent 22.67% of Security National Bank Of Sioux City Iowa's stock portfolio.
Added to shares of these 10 stocks: BKMI (+$12M), CGXU, TGRW, QGRO, AMZN, FNDF, VXUS, VOO, DFLV, JAVA.
Started 17 new stock positions in DFIS, OXY, DE, QGRO, TMSL, COST, TGRW, VXUS, FNDF, VO. JAVA, CGXU, GLW, VBR, DFLV, EMEQ, BKMI.
Reduced shares in these 10 stocks: WMT, VT, GOOGL, LRCX, NUE, CMI, AAPL, XOM, AVGO, .
Sold out of its positions in AVGO, CSCO, VT.
Security National Bank Of Sioux City Iowa was a net buyer of stock by $18M.
Security National Bank Of Sioux City Iowa has $169M in assets under management (AUM), dropping by 8.59%.
Central Index Key (CIK): 0000894309

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Positions held by Security National Bank Of Sioux City Iowa consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Security National Bank Of Sioux City Iowa

Security National Bank Of Sioux City Iowa holds 104 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Bny Mellon Muni Int Etf Other (BKMI)	6.9	$12M	NEW	447k	26.10	View chart
Apple Common Stock (AAPL)	4.6	$7.8M	-3%	31k	253.79	View chart
Berkshire Hathaway Inc Del Cl Common Stock (BRK.B)	3.9	$6.6M	+5%	14k	479.20	View chart
Alphabet Inc Cl A Common Stock (GOOGL)	3.7	$6.2M	-7%	22k	287.56	View chart
Microsoft Corp Common Stock (MSFT)	3.6	$6.1M		17k	370.17	View chart
Walmart Common Stock (WMT)	3.2	$5.4M	-15%	43k	124.28	View chart
Berkshire Hathaway Inc Del Cl Common Stock (BRK.A)	3.0	$5.0M		7.00	718140.00	View chart
Exxon Mobil Corp Common Stock (XOM)	2.6	$4.4M	-4%	26k	169.66	View chart
Aflac Common Stock (AFL)	2.1	$3.5M	-2%	32k	109.71	View chart
Johnson & Johnson Common Stock (JNJ)	2.1	$3.5M	-2%	14k	244.44	View chart
Oracle Corp Common Stock (ORCL)	1.9	$3.3M		22k	147.11	View chart
Abbvie Common Stock (ABBV)	1.9	$3.3M	-2%	15k	217.49	View chart
Cummins Common Stock (CMI)	1.9	$3.1M	-8%	5.9k	538.02	View chart
Thermo Fisher Scientific Common Stock (TMO)	1.8	$3.1M	-4%	6.2k	491.53	View chart
Te Connectivity Common Stock (TEL)	1.7	$3.0M		14k	209.02	View chart
Lam Research Corporation Common Stock (LRCX)	1.6	$2.7M	-9%	13k	213.66	View chart
Leidos Holdings Common Stock (LDOS)	1.5	$2.6M		17k	155.52	View chart
Vanguard Ftse Developed Mkts E Other (VEA)	1.5	$2.6M	+16%	41k	64.08	View chart
State Str Corp Common Stock (STT)	1.5	$2.5M	-4%	20k	126.56	View chart
Qualcomm Common Stock (QCOM)	1.5	$2.5M		19k	128.78	View chart
Digital Rlty Tr Common Stock (DLR)	1.4	$2.4M	-5%	14k	180.21	View chart
Verizon Communications Common Stock (VZ)	1.4	$2.4M		47k	50.20	View chart
Rtx Corp Common Stock (RTX)	1.3	$2.2M	-5%	11k	192.90	View chart
Nucor Corp Common Stock (NUE)	1.2	$2.1M	-12%	12k	169.10	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.2	$2.1M		7.0k	294.16	View chart
Union Pac Corp Common Stock (UNP)	1.2	$2.0M	-2%	8.4k	242.62	View chart
Home Depot Common Stock (HD)	1.2	$2.0M	-2%	6.2k	328.89	View chart
Realty Income Corp Common Stock (O)	1.2	$2.0M	-7%	33k	61.18	View chart
Wabtec Corp Common Stock (WAB)	1.2	$2.0M	-4%	7.9k	249.91	View chart
Linde Common Stock (LIN)	1.1	$1.9M	-3%	3.8k	495.76	View chart
Automatic Data Processing Common Stock (ADP)	1.1	$1.9M		9.3k	203.18	View chart
Grand Canyon Ed Common Stock (LOPE)	1.1	$1.9M		11k	170.03	View chart
Amazon Common Stock (AMZN)	1.1	$1.8M	+55%	8.9k	208.27	View chart
Abbott Labs Common Stock (ABT)	1.1	$1.8M	+4%	18k	102.67	View chart
Jacobs Solutions Common Stock (J)	1.1	$1.8M	-2%	14k	127.28	View chart
Nike Inc Cl B Common Stock (NKE)	1.0	$1.7M	+2%	33k	52.82	View chart
Capital Group Intl Focus Other (CGXU)	1.0	$1.7M	NEW	57k	29.49	View chart
Danaher Corp Common Stock (DHR)	1.0	$1.6M	-2%	8.7k	189.60	View chart
Booz Allen Hamilton Holding Common Stock (BAH)	1.0	$1.6M		21k	78.03	View chart
SLB Common Stock (SLB)	0.9	$1.6M	-5%	31k	51.39	View chart
T Rowe Price Group Common Stock (TROW)	0.9	$1.6M	+6%	17k	90.14	View chart
Ishares Biotechnology Etf Other (IBB)	0.9	$1.6M	-4%	9.2k	168.85	View chart
Cognizant Technology Solutions Common Stock (CTSH)	0.9	$1.6M	+2%	26k	61.35	View chart
Pepsico Common Stock (PEP)	0.8	$1.4M		9.2k	155.29	View chart
Timken Common Stock (TKR)	0.8	$1.4M	-8%	14k	100.57	View chart
Snap-on Common Stock (SNA)	0.8	$1.4M	-2%	3.8k	363.22	View chart
Colgate Palmolive Common Stock (CL)	0.8	$1.4M		16k	85.23	View chart
Veralto Corporation Common Stock (VLTO)	0.8	$1.4M		16k	88.42	View chart
Jp Morgan Equity Premium Etf Other (JEPI)	0.8	$1.3M		24k	56.68	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.8	$1.3M		46k	28.71	View chart
Vanguard Info Tech Etf Other (VGT)	0.8	$1.3M	+18%	1.9k	697.72	View chart
Prudential Finl Common Stock (PRU)	0.7	$1.3M	+4%	13k	97.69	View chart
Illinois Tool Wks Common Stock (ITW)	0.7	$1.2M	-2%	4.7k	260.29	View chart
T Rowe Price Growth Stock Etf Other (TGRW)	0.7	$1.2M	NEW	29k	40.50	View chart
Coca-cola Common Stock (KO)	0.6	$1.1M	-2%	14k	76.05	View chart
Pimco Enhanced Short Maturity Other (MINT)	0.6	$1.0M		10k	100.57	View chart
Paypal Holdings Common Stock (PYPL)	0.6	$1.0M	+6%	23k	45.23	View chart
American Century U.s. Quality Other (QGRO)	0.6	$1.0M	NEW	9.6k	105.03	View chart
Vanguard Growth Etf Other (VUG)	0.5	$847k	+60%	1.9k	436.79	View chart
Kimberly Clark Corp Common Stock (KMB)	0.5	$841k	+19%	8.7k	96.47	View chart
Vanguard S&p 500 Etf Other (VOO)	0.5	$813k	+234%	1.4k	597.55	View chart
Vanguard Total Bond Market Etf Other (BND)	0.5	$806k	+6%	11k	73.64	View chart
Caterpillar Common Stock (CAT)	0.4	$730k	-3%	1.0k	708.46	View chart
International Paper Common Stock (IP)	0.4	$693k	-6%	19k	35.70	View chart
Lockheed Martin Corp Common Stock (LMT)	0.4	$681k		1.1k	604.39	View chart
Schwab Fndmn Intl Lrg Co Etf Other (FNDF)	0.4	$655k	NEW	13k	48.93	View chart
Fortive Corp Common Stock (FTV)	0.4	$603k		11k	55.28	View chart
Vanguard Total Intl Stock Etf Other (VXUS)	0.4	$600k	NEW	7.8k	77.11	View chart
Vanguard Value Etf Other (VTV)	0.3	$582k	+41%	3.0k	196.20	View chart
Pimco Intermediate Muni Bond E Other (MUNI)	0.3	$564k		11k	52.19	View chart
Amentum Holdings Common Stock (AMTM)	0.3	$463k	-7%	18k	26.08	View chart
Alliant Energy Corp Common Stock (LNT)	0.3	$452k		6.3k	71.76	View chart
Nvidia Corp Common Stock (NVDA)	0.2	$421k	-2%	2.4k	174.40	View chart
Dim Us Large Cap Value Etf Other (DFLV)	0.2	$415k	NEW	12k	35.71	View chart
Jpmorgan Active Value Etf Other (JAVA)	0.2	$407k	NEW	5.7k	71.75	View chart
Vanguard Real Estate Etf Other (VNQ)	0.2	$404k	+99%	4.6k	88.70	View chart
Merck & Co Common Stock (MRK)	0.2	$396k	-3%	3.3k	120.29	View chart
Nomura Focused Emerging Market Other (EMEQ)	0.2	$394k	NEW	8.7k	45.10	View chart
Tyson Foods Common Stock (TSN)	0.2	$383k	-6%	6.0k	64.07	View chart
Old Rep Intl Corp Common Stock (ORI)	0.2	$370k		9.3k	39.90	View chart
Vanguard Mid Cap Etf Other (VO)	0.2	$366k	NEW	1.3k	287.18	View chart
Electronic Arts Common Stock (EA)	0.2	$351k	-10%	1.7k	203.87	View chart
Vanguard Ftse Emerging Markets Other (VWO)	0.2	$349k	+19%	6.5k	54.05	View chart
State Street Spdr S&p 500 Etf Other (SPY)	0.2	$345k		530.00	650.34	View chart
Schwab Us Dvd Equity Etf Other (SCHD)	0.2	$335k		11k	30.68	View chart
State Street Spdr Bloomberg Hi Other (JNK)	0.2	$331k	+10%	3.5k	95.72	View chart
Meta Platforms Common Stock (META)	0.2	$326k	-8%	570.00	572.13	View chart
Vanguard Small-cap Etf Other (VB)	0.2	$291k	+20%	1.1k	261.92	View chart
Ishares Dow Jones Select Div I Other (DVY)	0.2	$288k		1.9k	151.41	View chart
Alphabet Inc Cl C Common Stock (GOOG)	0.2	$277k	-7%	965.00	286.86	View chart
Nelnet Inc Cl A Common Stock (NNI)	0.2	$271k		2.1k	128.96	View chart
State Street Technology Select Other (XLK)	0.2	$266k		2.0k	132.90	View chart
Occidental Pete Corp Common Stock (OXY)	0.2	$263k	NEW	4.1k	65.00	View chart
Corning Common Stock (GLW)	0.2	$256k	NEW	1.9k	135.97	View chart
T.rowe Prc Small-mid Cap Etf Other (TMSL)	0.2	$255k	NEW	6.9k	36.67	View chart
Vanguard Small-cap Value Etf Other (VBR)	0.1	$253k	NEW	1.2k	217.25	View chart
Dimensional International Sm E Other (DFIS)	0.1	$237k	NEW	7.0k	33.67	View chart
Costco Whsl Corp Common Stock (COST)	0.1	$224k	NEW	225.00	996.43	View chart
Deere & Co Common Stock (DE)	0.1	$222k	NEW	394.00	563.30	View chart
Visa Inc - Class A Common Stock (V)	0.1	$210k	-2%	696.00	302.24	View chart
Compugen Common Stock (CGEN)	0.0	$53k		25k	2.13	View chart
Cardiol Therapeutics Inc Cl A Common Stock (CRDL)	0.0	$45k		33k	1.35	View chart
Lexicon Pharmaceuticals Common Stock (LXRX)	0.0	$42k		27k	1.56	View chart
Oncolytics Biotech Common Stock (ONCY)	0.0	$28k		33k	0.85	View chart

Past Filings by Security National Bank Of Sioux City Iowa

SEC 13F filings are viewable for Security National Bank Of Sioux City Iowa going back to 2011

Security National Bank Of Sioux City Iowa 2026 Q1 filed May 15, 2026
Security National Bank Of Sioux City Iowa 2025 Q4 filed Feb. 13, 2026
Security National Bank Of Sioux City Iowa 2025 Q3 filed Oct. 14, 2025
Security National Bank Of Sioux City Iowa 2025 Q2 filed Aug. 15, 2025
Security National Bank Of Sioux City Iowa 2025 Q1 filed May 20, 2025
Security National Bank Of Sioux City Iowa 2024 Q4 filed Feb. 14, 2025
Security National Bank Of Sioux City Iowa 2024 Q3 filed Nov. 12, 2024
Security National Bank Of Sioux City Iowa 2024 Q2 filed Aug. 15, 2024
Security National Bank Of Sioux City Iowa 2024 Q1 filed May 13, 2024
Security National Bank Of Sioux City Iowa 2023 Q4 filed Feb. 16, 2024
Security National Bank Of Sioux City Iowa 2023 Q3 filed Nov. 13, 2023
Security National Bank Of Sioux City Iowa 2023 Q2 filed Nov. 13, 2023
Security National Bank Of Sioux City Iowa 2022 Q4 filed Feb. 16, 2023
Security National Bank Of Sioux City Iowa 2022 Q3 filed Oct. 14, 2022
Security National Bank Of Sioux City Iowa 2022 Q2 filed Aug. 15, 2022
Security National Bank Of Sioux City Iowa 2022 Q1 filed May 2, 2022

View all past filings

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