Security National Bank Of Sioux City Iowa holds a diversified book of 104 stocks worth $169.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Bny Mellon Muni Int ETF and trimmed Apple Inc. Their largest long position is Bny Mellon Muni Int ETF at 7% of the equity book.
Security National Bank Of Sioux City Iowa files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
80% mapped to company sectors
+4 sectors below the cut, 8% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Security National Bank Of Sioux City Iowa
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Royal Bank Of Canada | 80 / 80 | $126.2B |
| HighTower Advisors, LLC | 80 / 80 | $26.3B |
| Morgan Stanley | 79 / 80 | $458.2B |
| Bank Of America Corp | 79 / 80 | $342.1B |
| Raymond James Financial Inc | 79 / 80 | $85.7B |
| Osaic Holdings, Inc. | 79 / 80 | $12.9B |
| Farther Finance Advisors, LLC | 79 / 80 | $2.0B |
| UBS Group AG | 78 / 80 | $117.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Security National Bank Of Sioux City Iowa: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bny Mellon Muni Int ETF OTHER | $11.7M | 446.7K | 6.9% | ▲New New position | |
| 2 | Apple Inc COMMON STOCK | $7.8M | 30.6K | 4.6% | ▼−3.1% Reduced · −976 sh | |
| 3 | Berkshire Hathaway Inc Del CL COMMON STOCK | $6.6M | 13.9K | 3.9% | ▲+5.1% Added · +674 sh | |
| 4 | Alphabet Inc CL A COMMON STOCK | $6.2M | 21.5K | 3.7% | ▼−7.3% Reduced · −2K sh | |
| 5 | Microsoft Corp COMMON STOCK | $6.1M | 16.5K | 3.6% | ▲+0.9% Added · +155 sh | |
| 6 | Walmart Inc COMMON STOCK | $5.4M | 43.1K | 3.2% | ▼−16% Reduced · −8K sh | |
| 7 | Berkshire Hathaway Inc Del CL COMMON STOCK | $5.0M | 7 | 3.0% | —Held | |
| 8 | Exxon Mobil Corp COMMON STOCK | $4.4M | 26.0K | 2.6% | ▼−4.9% Reduced · −1K sh | |
| 9 | Aflac Inc COMMON STOCK | $3.5M | 31.8K | 2.1% | ▼−2.2% Reduced · −708 sh | |
| 10 | Johnson & Johnson COMMON STOCK | $3.5M | 14.3K | 2.1% | ▼−2.2% Reduced · −322 sh | |
| 11 | Oracle Corp COMMON STOCK | $3.3M | 22.4K | 1.9% | ▲+0.8% Added · +190 sh | |
| 12 | Abbvie Inc COMMON STOCK | $3.3M | 15.0K | 1.9% | ▼−2.4% Reduced · −363 sh | |
| 13 | Cummins Inc COMMON STOCK | $3.1M | 5.9K | 1.9% | ▼−8.3% Reduced · −532 sh | |
| 14 | Thermo Fisher Scientific Inc. COMMON STOCK | $3.1M | 6.2K | 1.8% | ▼−4.1% Reduced · −266 sh | |
| 15 | Te Connectivity PLC COMMON STOCK | $3.0M | 14.2K | 1.7% | ▼−1.2% Reduced · −175 sh | |
| 16 | Lam Research Corporation COMMON STOCK | $2.7M | 12.6K | 1.6% | ▼−9.9% Reduced · −1K sh | |
| 17 | Leidos Holdings Inc COMMON STOCK | $2.6M | 16.7K | 1.5% | ▼−1.5% Reduced · −249 sh | |
| 18 | Vanguard Ftse Developed MKTS E OTHER | $2.6M | 40.5K | 1.5% | ▲+17% Added · +6K sh | |
| 19 | State STR Corp COMMON STOCK | $2.5M | 19.6K | 1.5% | ▼−4.5% Reduced · −933 sh | |
| 20 | Qualcomm Inc COMMON STOCK | $2.5M | 19.2K | 1.5% | ▼−0.4% Reduced · −73 sh | |
| 21 | Digital Rlty TR Inc COMMON STOCK | $2.4M | 13.5K | 1.4% | ▼−5.5% Reduced · −781 sh | |
| 22 | Verizon Communications Inc COMMON STOCK | $2.4M | 47.3K | 1.4% | ▲+0.1% Added · +47 sh | |
| 23 | RTX Corp COMMON STOCK | $2.2M | 11.2K | 1.3% | ▼−5.3% Reduced · −635 sh | |
| 24 | Nucor Corp COMMON STOCK | $2.1M | 12.3K | 1.2% | ▼−12% Reduced · −2K sh | |
| 25 | JPMorgan Chase & Co COMMON STOCK | $2.1M | 7.0K | 1.2% | ▼−0.8% Reduced · −56 sh | |
| 26 | Union Pac Corp COMMON STOCK | $2.0M | 8.4K | 1.2% | ▼−2.8% Reduced · −240 sh | |
| 27 | Home Depot Inc COMMON STOCK | $2.0M | 6.2K | 1.2% | ▼−2.6% Reduced · −163 sh | |
| 28 | Realty Income Corp COMMON STOCK | $2.0M | 33.2K | 1.2% | ▼−7.1% Reduced · −3K sh | |
| 29 | Wabtec Corp COMMON STOCK | $2.0M | 7.9K | 1.2% | ▼−4.2% Reduced · −348 sh | |
| 30 | Linde PLC COMMON STOCK | $1.9M | 3.8K | 1.1% | ▼−3.9% Reduced · −157 sh | |
| 31 | Automatic Data Processing Inc COMMON STOCK | $1.9M | 9.3K | 1.1% | ▼−0.4% Reduced · −40 sh | |
| 32 | Grand Canyon Ed Inc COMMON STOCK | $1.9M | 10.9K | 1.1% | ▼−0.3% Reduced · −31 sh | |
| 33 | Amazon Com Inc COMMON STOCK | $1.8M | 8.9K | 1.1% | ▲+55% Added · +3K sh | |
| 34 | Abbott Labs COMMON STOCK | $1.8M | 18.0K | 1.1% | ▲+5.0% Added · +853 sh | |
| 35 | Jacobs Solutions Inc COMMON STOCK | $1.8M | 14.2K | 1.1% | ▼−3.0% Reduced · −431 sh | |
| 36 | Nike Inc CL B COMMON STOCK | $1.7M | 32.7K | 1.0% | ▲+3.0% Added · +953 sh | |
| 37 | Capital Group Intl Focus OTHER | $1.7M | 57.3K | 1.0% | ▲New New position | |
| 38 | Danaher Corp COMMON STOCK | $1.6M | 8.7K | 1.0% | ▼−2.6% Reduced · −229 sh | |
| 39 | Booz Allen Hamilton Holding Co COMMON STOCK | $1.6M | 20.9K | 1.0% | ▲+1.7% Added · +358 sh | |
| 40 | SLB Limited COMMON STOCK | $1.6M | 30.9K | 0.9% | ▼−5.0% Reduced · −2K sh | |
| 41 | T Rowe Price Group Inc COMMON STOCK | $1.6M | 17.4K | 0.9% | ▲+6.0% Added · +990 sh | |
| 42 | Ishares Biotechnology ETF OTHER | $1.6M | 9.2K | 0.9% | ▼−4.7% Reduced · −459 sh | |
| 43 | Cognizant Technology Solutions COMMON STOCK | $1.6M | 25.5K | 0.9% | ▲+2.3% Added · +570 sh | |
| 44 | Pepsico Inc COMMON STOCK | $1.4M | 9.2K | 0.8% | ▼−0.8% Reduced · −79 sh | |
| 45 | Timken Co COMMON STOCK | $1.4M | 13.9K | 0.8% | ▼−8.2% Reduced · −1K sh | |
| 46 | Snap-On Inc COMMON STOCK | $1.4M | 3.8K | 0.8% | ▼−2.7% Reduced · −104 sh | |
| 47 | Colgate Palmolive Co COMMON STOCK | $1.4M | 16.1K | 0.8% | ▼−0.6% Reduced · −105 sh | |
| 48 | Veralto Corporation COMMON STOCK | $1.4M | 15.5K | 0.8% | ▼−1.9% Reduced · −307 sh | |
| 49 | JP Morgan Equity Premium ETF OTHER | $1.3M | 23.8K | 0.8% | ▲+0.5% Added · +120 sh | |
| 50 | Comcast Corp New CL A COMMON STOCK | $1.3M | 46.1K | 0.8% | ▼−1.4% Reduced · −665 sh |
This bank page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.