Security National Bank of Sioux City Iowa’s Visa V Stock Holding History

Security National Bank of Sioux City Iowa’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$210K	Sell	696 -15	-2%	-$4.82K	0.12%	100
2025 Q4	$249K	Hold	711	–	–	0.16%	82
2025 Q3	$243K	Sell	711 -50	-7%	-$17.3K	0.16%	80
2025 Q2	$270K	Hold	761	–	–	0.19%	78
2025 Q1	$267K	Sell	761 -75	-9%	-$25.4K	0.19%	77
2024 Q4	$264K	Sell	836 -5	-0.6%	-$1.5K	0.18%	82
2024 Q3	$231K	Sell	841 -50	-6%	-$13.5K	0.14%	100
2024 Q2	$234K	Sell	891 -125	-12%	-$34.3K	0.17%	87
2024 Q1	$284K	Sell	1,016 -515	-34%	-$142K	0.2%	79
2023 Q4	$399K	Sell	1,531 -400	-21%	-$98.6K	0.3%	66
2023 Q3	$444K	Sell	1,931 -200	-9%	-$48.1K	0.35%	65
2023 Q2	$506K	Buy	+2,131	New	+$488K	0.38%	63
2022 Q4	$567K	Buy	+2,731	New	+$551K	0.43%	63
2021 Q3	–	Sell	-1,739	Closed	-$407K	–	111
2021 Q2	$407K	Buy	+1,739	New	+$398K	0.32%	69

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Security National Bank of Sioux City Iowa's V Position: Q1 2026 in Review

Security National Bank of Sioux City Iowa reduced its Visa (V) stake by 2.1% in Q1 2026, selling an estimated $4.82K and leaving 696 shares worth $210K. The position accounts for 0.12% of the portfolio, ranked #100.

Security National Bank of Sioux City Iowa first reported a position in V in Q2 2021 and has held it in 14 quarters since. The position peaked at $567K in Q4 2022. 4,463 funds tracked by Wall St. Rank hold V as of Q1 2026.

Security National Bank of Sioux City Iowa held 696 shares of Visa worth $210K as of Q1 2026.
Security National Bank of Sioux City Iowa sold 15 Visa shares in Q1 2026, an estimated $4.82K.
Visa made up 0.12% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #100 holding.
Security National Bank of Sioux City Iowa first reported a position in Visa in Q2 2021 and has held it in 14 quarters since.
Security National Bank of Sioux City Iowa's Visa position peaked at $567K in Q4 2022.
4,463 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.