Security National Bank Of Sioux City Iowa has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $157 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.49M, Microsoft Corp with a value of $7.05M, Berkshire Hathaway Inc Class B with a value of $6.32M, Berkshire Hathaway Inc with a value of $4.83M, and Exxon Mobil Corp with a value of $4.62M.

Examining the 13F form we can see an increase of $24.2M in the current position value, from $133M to 157M.

Security National Bank Of Sioux City Iowa is based out at Sioux City, IA

Below you can find more details about Security National Bank Of Sioux City Iowa portfolio as well as his latest detailed transactions.

Portfolio value $157 Million
Financial Services: $32.2 Million
Technology: $30.8 Million
Industrials: $19.1 Million
Consumer Defensive: $16.5 Million
Healthcare: $15.9 Million
Energy: $9.92 Million
Communication Services: $9.52 Million
ETFs: $8.45 Million
Other: $14.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $157 Million
  • Prior Value $133 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Security National Bank Of Sioux City Iowa Portfolio

Follow Security National Bank Of Sioux City Iowa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Security National Bank Of Sioux City Iowa , based on Form 13F filings with the SEC.

News

Stay updated on Security National Bank Of Sioux City Iowa with notifications on news.