SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

CIK 0000894309 · SIOUX CITY, IA · Quarter end: 2026-06-30 · Filed on: 2026-09-18 · Open the SEC source

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ reported 321 positions worth $243.7M as of June 30, 2026 (13F filed September 18, 2026). Largest holding: BKMI (4.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$243.7M
2026 Q2
Positions
321
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.0%
Est. Net Flow (Q)
2026 Q2
10 / 321 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BKMIBNY MELLON ETF TRUST IISH$11.9M4.88%449,497
2AAPLAPPLE INCSH$10.6M4.35%36,623
3GOOGLALPHABET INCSH$9.8M4.03%27,451
4MSFTMICROSOFT CORPSH$8.3M3.42%22,364
5BRK-BBERKSHIRE HATHAWAY INC DELSH$7.9M3.24%15,788
6LRCXLAM RESEARCH CORPSH$6.8M2.80%15,734
7WMTWALMART INCSH$5.4M2.21%47,571
8BRK-ABERKSHIRE HATHAWAY INC DELSH$5.2M2.15%7
9CMICUMMINS INCSH$4.8M1.98%6,781
10QCOMQUALCOMM INCSH$4.8M1.98%26,140

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ hold as of Q2 2026?

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ reported 321 positions worth $243.7M in its Q2 2026 13F filing. Largest positions: BKMI (4.9%), AAPL (4.3%), GOOGL (4.0%), MSFT (3.4%) and BRK-B (3.2%).

What did SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.