Security National Bank
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 686,663
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 568.2 K | 82.8% | 0 | 87.75 K | -87.75 K |
| ETFs | 117.5 K | 17.1% | 77.51 K | 0 | 77.51 K |
| Debt | 746 | 0.1% | 462 | 0 | 462 |
| Other | 0 | 0.0% | 0 | 106 | -106 |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
686,663
Holdings
411
QoQ value change ($000)
-10,839
(-1.6%)
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.