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

SECURITY NATIONAL BANK OF SO DAK

$207M in tracked AUM across 178 positions as of Q1 2026.

SN
CIK 0001105909 · last filed Mar 31, 2026
Total AUM
$207M
as of Q1 2026
Holdings
178
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SECURITY NATIONAL BANK OF SO DAK 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
$12M459K5.8%02
AAPL
APPLE INC
$11M43K5.3%03
GOOGL
ALPHABET INC CL A
$9M30K4.2%04
MSFT
MICROSOFT CORP
$8M21K3.8%05
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
$8M16K3.7%06
VT
VANGUARD TOT WORLD STK ETF
$6M41K2.8%07
WMT
WALMART INC
$5M43K2.6%08
ORCL
ORACLE CORP
$4M29K2.1%09
TMO
THERMO FISHER SCIENTIFIC INC.
$4M9K2.0%10
RTX
RTX CORP
$4M22K2.0%

Filing history

2026Q1Mar 31
$207M▲ 2.3%
178 positionsView →2025Q4Dec 31
$203M▲ 2.0%
169 positionsView →2025Q3Sep 30
$199M▲ 8.4%
166 positionsView →2025Q2Jun 30
$184M▲ 3.8%
169 positionsLocked2025Q1Mar 31
$177M▼ 1.4%
169 positionsLocked2024Q4Dec 31
$179M▼ 0.4%
166 positionsLocked2024Q3Sep 30
$180M▲ 7.7%
156 positionsLocked2024Q2Jun 30
$167M▲ 0.6%
151 positionsLocked2024Q1Mar 31
$166M▲ 9.6%
153 positionsLocked2023Q4Dec 31
$152M▲ 11.7%
150 positionsLocked2023Q3Sep 30
$136M▼ 3.1%
152 positionsLocked2023Q2Jun 30
$140M▲ 101585.5%
153 positionsLocked
Showing 12 of 100