Security National Bank

All 13F Filings

Location
Omaha, NE
Most recent 13F
Q3 2026
Holdings value ($000)
864,983
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
Q3 2026 10/26/2026 473 864,983 13F-HR Security National Bank
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 711 K 82.2% 13.19 K 0 13.19 K
ETFs 153.3 K 17.7% 13.89 K 0 13.89 K
Debt 690 0.1% 0 16 -16
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Fund Snapshot

Q3 2026
Latest filed
10/26/2026
Total value ($000)
864,983
Holdings
473
QoQ value change ($000)
27,071 (3.2%)
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.