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Security National Bank
Security National Bank (SNB), headquartered in Omaha, Nebraska, is a multistate financial institution wholly owned by Security National Corporation. Founded to serve both individuals and businesses, SNB operates 11 branch locations and two loan production offices across Nebraska, Iowa, and Texas, with a primary focus on commercial lending and providing a comprehensive suite of traditional banking, investment, and wealth management services. As of December 31, 2023, the bank reported $1.6 billion in total assets. SNB primarily serves local businesses of various sizes and households in its assessment areas, with a reputation for excellent community development performance and responsive lending practices for its communities. The company employs a growing team to deliver these services, although the exact employee count is not publicly stated.
Investment Strategy
Security National Bank employs a community-focused commercial lending strategy, prioritizing loans to businesses of all sizes and providing traditional loan products, including construction, land development, home mortgage, agricultural, and consumer loans. The primary business focus is on commercial lending, which makes up the largest portion of SNB's portfolio, but the bank also delivers robust wealth management and investment advisory services through its dedicated teams. SNB emphasizes geographic and income-level diversity in its loan distribution and is recognized for its responsive community development lending, investments, and services. Its approach is highly localized to the needs of its three main assessment areas (Nebraska, Iowa, and Texas), with an emphasis on building long-term customer relationships and supporting local economic activity.
Latest 13F Filing Activity
Security National Bank filed their most recent 13F report on Sep 30, 2025 disclosing 375 equity positions with a total 13F market value of $653M. The fund increased holdings in Nvidia Corporation, Amplify Etf TR, Apple Inc. among other positions. Security National Bank reduced exposure to J P Morgan Exchange Traded F, Accenture PLC Ireland, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (375)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 13.08% | $85.4M | 457,635 | $3.91 | $186.58 | +$11.9M |
| BERKSHIRE HATHAWAY INC DEL | 7.16% | $46.8M | 62 | $542880.68 | $754200.00 | +$1.6M | |
| BERKSHIRE HATHAWAY INC DEL | 5.37% | $35.1M | 69,736 | $225.34 | $502.74 | +$2.8M | |
A AAPL | APPLE INC | 4.37% | $28.6M | 112,169 | $54.88 | $254.63 | +$5.8M |
M MSFT | MICROSOFT CORP | 3.93% | $25.7M | 49,568 | $121.40 | $517.95 | +$1.5M |
Industry Allocation
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