SECURITY NATIONAL BANK OF SO DAK

Q2 2026 13F-HR Holdings

Location
Sioux City, IA
Holdings as of
6/30/2026
Date filed
9/18/2026
Form type
13F-HR
Num holdings
287
Total value ($000)
$216,578
Net value change ($000)
+9,088 (4.4%)
New positions
173
Sold out positions
6
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LRCX 2,180 103.3%
GOOGL 1,835 21.1%
QCOM 1,416 39.2%
SCI 1,114 NEW
QGRO 865 220.7%
NFLX 799 317.1%
NUE 787 29.4%
CMI 774 20.8%
STT 756 28.9%
VT 708 12.4%
Top Reduces (Value $000, Stocks/ETFs)
NKE -1,806 -98.6%
BRK-B -1,432 -18.8%
SCHG -1,428 -100.0%
NVDA -1,249 -38.0%
XOM -986 -23.8%
LDOS -914 -33.7%
WMT -816 -15.1%
MSFT -743 -9.5%
EA -697 -95.0%
AVGO -641 -44.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type