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Security National Bank Of Sioux City Iowa /Ia/ - Q4 2025 13F Filings

SE

Security National Bank Of Sioux City Iowa /Ia/

CIK: 0000894309
Address: Iowa Sioux City Po Box 147 601 Pierce St
$155.78 M
Portfolio Value
90
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. LOPE Grand Canyon Education
+$1.82 M
2. VGT Vanguard Information Technology Etf
+$1.19 M
3. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
+$1.04 M
4. VT Vanguard Total World Stock Etf
+$706,852
5. MUNI Pimco Intermediate Municipal
+$566,028
6. BRK.B Berkshire Hathaway
+$335,267.57

Top Sells

Q4 2025
1. GIS General Mills
−$1.87 M
2. EA Electronic Arts
−$1.53 M
3. IVV Ishares Core S&P 500 Etf
−$308,547
4. FI Fiserv
−$219,181
5. ORCL Oracle Corporation
−$191,986.38

Asset Allocation

Stocks/ETFs
+2.50%
$155.78 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Security National Bank Of Sioux City Iowa /Ia/ Q4 2025 Filing Summary

Security National Bank Of Sioux City Iowa /Ia/ filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 155.78 M reflecting a +1.43% change from the prior quarter, spanning 90 assets. The top 10 holdings comprised 36.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Security National Bank Of Sioux City Iowa /Ia/’s Q4 2025 Filing

Security National Bank Of Sioux City Iowa /Ia/ submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Security National Bank Of Sioux City Iowa /Ia/ reported a managed portfolio value of 155.78 M, consisting of 146 individual positions.

This page displays the raw filing documents. To see which stocks Security National Bank Of Sioux City Iowa /Ia/ bought or sold during Q4 2025, please visit Security National Bank Of Sioux City Iowa /Ia/'s Portfolio Analysis page.