Security National Bank of Sioux City Iowa Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
BKMI
BNY Mellon Municipal Intermediate ETF
BKMI
|
+$11.8M |
| 2 |
Capital Group International Focus Equity ETF
CGXU
|
+$1.77M |
| 3 |
T. Rowe Price Growth Stock ETF
TGRW
|
+$1.28M |
| 4 |
American Century US Quality Growth ETF
QGRO
|
+$1.06M |
| 5 |
Amazon
AMZN
|
+$695K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$971K |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$707K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$536K |
| 4 |
Lam Research
LRCX
|
+$310K |
| 5 |
Cummins
CMI
|
+$301K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.28% |
| 2 | Financials | 14.44% |
| 3 | Industrials | 11.96% |
| 4 | Healthcare | 8.19% |
| 5 | Consumer Staples | 7.4% |
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Security National Bank of Sioux City Iowa's Q1 2026 Portfolio in Review
As of Q1 2026, Security National Bank of Sioux City Iowa held 107 positions worth $169M, up 8.6% from $156M the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Security National Bank of Sioux City Iowa deployed $18.2M of net new capital in Q1 2026, opening 17 new positions and adding to 25 existing holdings. Its largest new stake was BNY Mellon Municipal Intermediate ETF: 446,726 shares worth $11.7M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 25% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was Walmart Inc, an estimated $971K trimmed.
- Security National Bank of Sioux City Iowa's largest Q1 2026 buy was BNY Mellon Municipal Intermediate ETF: 446,726 shares worth $11.7M.
- Security National Bank of Sioux City Iowa added most to Amazon in Q1 2026, an estimated $695K increase.
- Security National Bank of Sioux City Iowa's biggest Q1 2026 reduction was Walmart Inc, cutting an estimated $971K.
- Security National Bank of Sioux City Iowa fully exited Vanguard Total World Stock ETF in Q1 2026, selling an estimated $707K.
- Security National Bank of Sioux City Iowa's ten largest holdings make up 36% of its $169M portfolio in Q1 2026.
- Security National Bank of Sioux City Iowa opened 17 new positions and closed 3 in Q1 2026.
- Security National Bank of Sioux City Iowa's portfolio value rose 8.6% quarter-over-quarter to $169M.
Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.