First National Bank Of Omaha's Investment Activity in Q3 2026

First National Bank Of Omaha's portfolio saw notable changes in holdings during the period leading up to June 30, 2026. The bank engaged in both buying and selling activities, reflecting its investment strategy adjustments.

Purchasing activity was observed across various sectors this quarter. FNB OF OMAHA increased its stake significantly in several Dimensional Fund Advisors (DFA) products, including the DIMENSIONAL ETF TRUST (DFAI). Specific funds that attracted attention include ISHARES TR (IWF), where shares increased by 284.62%, and the bank's position in VANGUARD INDEX FDS (VUG) also grew substantially, rising by 498.84%. Furthermore, there was a significant increase in holdings of KLA CORP (KLAC), with shares growing by approximately 888%, and the bank added exposure to VANGUARD SCOTTSDALE FDS (VONG) through a new position.

Selling activity was also prominent. The bank reduced its positions in several large-cap stocks, including APPLE INC (AAPL), where shares decreased by 1.57%. Reductions were noted for other major holdings like MICROSOFT CORP (MSFT) (-2.46%), NVIDIA CORPORATION (NVDA) (-9.5%), and the Vanguard fund VANGUARD STAR FDS (VXUS) (-1.34%).

In addition to these changes, FNB OF OMAHA also initiated new positions during this quarter. The bank added holdings in smaller-cap stocks and exchange-traded funds such as CHEWY INC (CHWY), which saw a 41.01% increase in shares, and the ETF AMENTUM HOLDINGS INC (AMTM). Other new positions include those in real estate trusts like ESSENTIAL PPTYS RLTY TR INC (EPRT) and the Vanguard fund VANGUARD INDEX FDS (VO).

The bank also exited certain positions entirely during this period. Holdings in PAYPAL HLDGS INC (PYPL) were completely sold off, as the position percentage dropped to 0.01% (-92.37%). Similarly, positions in other stocks like NIKE INC (NKE) and funds such as ISHARES TR (ICLR), ISHARES TR (NDAQ) were significantly reduced or closed out.

Overall, FNB OF OMAHA's investment actions in this quarter involved substantial buying and selling of specific stocks and funds. The bank appears to favor certain ETFs and Dimensional products while strategically reducing exposure in large-cap technology names like Apple, Microsoft, and NVIDIA.