SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ - Portfolio overview

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ has 108 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BKMI - BNY MELLON MUNI INT ETF, 8.85%
2. BRKB - BERKSHIRE HATHAWAY INC DEL CL, 5.05%
3. MSFT - MICROSOFT CORP, 4.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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