13F Insight
DOSSIER · 13F-HR · Q1 2026

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

$169M in tracked AUM across 161 positions as of Q1 2026.

SN
CIK 0000894309 · last filed Mar 31, 2026
Total AUM
$169M
as of Q1 2026
Holdings
161
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BKMI
BNY MELLON MUNI INT ETF
$12M447K6.9%02
AAPL
APPLE INC
$8M31K4.6%03
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
$7M14K3.9%04
GOOGL
ALPHABET INC CL A
$6M21K3.7%05
MSFT
MICROSOFT CORP
$6M16K3.6%06
WMT
WALMART INC
$5M43K3.2%07
BRK/A
BERKSHIRE HATHAWAY INC DEL CL
$5M73.0%08
XOM
EXXON MOBIL CORP
$4M26K2.6%09
AFL
AFLAC INC
$3M32K2.1%10
JNJ
JOHNSON & JOHNSON
$3M14K2.1%

Filing history

2026Q1Mar 31
$169M▲ 8.6%
161 positionsView →2025Q4Dec 31
$156M▲ 1.4%
146 positionsView →2025Q3Sep 30
$154M▲ 7.8%
140 positionsView →2025Q2Jun 30
$142M▲ 3.5%
143 positionsLocked2025Q1Mar 31
$138M▼ 3.7%
144 positionsLocked2024Q4Dec 31
$143M▼ 12.8%
148 positionsLocked2024Q3Sep 30
$164M▲ 18.1%
159 positionsLocked2024Q2Jun 30
$139M▼ 2.2%
147 positionsLocked2024Q1Mar 31
$142M▲ 7.1%
146 positionsLocked2023Q4Dec 31
$132M▲ 3.4%
146 positionsLocked2023Q3Sep 30
$128M▼ 3.3%
149 positionsLocked2023Q2Jun 30
$133M▲ 1.3%
151 positionsLocked
Showing 12 of 100