Security National Bank

All 13F Filings

Location
Omaha, NE
Most recent 13F
Q2 2026
Holdings value ($000)
837,912
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/15/2026 392 837,912 13F-HR Security National Bank
Q1 2026 4/16/2026 411 686,663 13F-HR Security National Bank
Q4 2025 2/5/2026 373 697,502 13F-HR Security National Bank
Q3 2025 10/20/2025 378 652,866 13F-HR Security National Bank
Q2 2025 7/10/2025 315 577,709 13F-HR Security National Bank
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 697.8 K 83.3% 129.6 K 0 129.6 K
ETFs 139.4 K 16.6% 21.95 K 0 21.95 K
Debt 706 0.1% 0 40 -40
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Fund Snapshot

Q2 2026
Latest filed
7/15/2026
Total value ($000)
837,912
Holdings
392
QoQ value change ($000)
151,249 (22.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.