Security National Bank of Sioux City Iowa /ia/
Security National Bank of Sioux City, Iowa is a locally owned commercial bank headquartered in Sioux City, Iowa. Founded in 1884, it operates as a national bank and is a member of the Federal Reserve System, regulated by the OCC. The bank employs approximately 238 people and serves the Sioux City region through 10 domestic offices, providing a full suite of banking services including personal and business banking, treasury management, SBA loans, private client and trust services. It is FDIC-insured with significant emphasis on community-minded banking and customized financial solutions for individuals and businesses.
Investment Strategy
Security National Bank pursues a conservative and client-centric banking strategy, focusing on personalized, comprehensive financial solutions for individual and business clients in the Siouxland region. The bank emphasizes traditional banking services, robust risk management, and long-term relationship building. Its investment and trust division provides customized asset management and legacy protection, and the bank aims to offer innovative, tailored strategies aligned with customer needs and local market conditions.
Latest 13F Filing Activity
Security National Bank of Sioux City Iowa /ia/ filed their most recent 13F report on Sep 30, 2025 disclosing 84 equity positions with a total 13F market value of $154M. The fund increased holdings in Walmart Inc., Alphabet Inc. CL A, Apple Inc. among other positions. Security National Bank of Sioux City Iowa /ia/ reduced exposure to JPMorgan Chase & Co., Energy Transfer LP, Sunoco LP among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.55% | $8.5M | 16,458 | $348.20 | $517.95 | +$500.2K |
A AAPL | APPLE INC | 5.18% | $8.0M | 31,243 | $193.78 | $254.63 | +$1.5M |
O ORCL | ORACLE CORP | 4.25% | $6.5M | 23,204 | $119.29 | $281.24 | +$1.4M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL | 4.10% | $6.3M | 12,520 | $341.83 | $502.74 | +$243.6K |
G GOOGL | ALPHABET INC CL A | 3.71% | $5.7M | 23,459 | $123.00 | $243.10 | +$1.5M |