Security National Bank Of Sioux City Iowa Portfolio Changes in Q2 2026
Security National Bank Of Sioux City Iowa's portfolio saw significant shifts in Q2 2026, marked by substantial purchases of several ETFs and a notable sale of Nike stock.
Security National Bank Of Sioux City Iowa's portfolio, valued at $230,233,892 as of June 30, 2026, experienced notable changes during the second quarter of 2026. The bank's investment strategy appears focused on diversification across various sectors, with Technology, Financial Services, and Industrials forming the core of its holdings.
This quarter, the bank engaged in significant buying activity, particularly favoring Exchange-Traded Funds (ETFs). Major purchases were observed in the Vanguard Balanced Index Fund (BND), T. Rowe Price Equity in Small- and Mid-Cap Growth (TGRW), iShares Core MSCI Emerging Markets (EFA), Vanguard Global Equity Index Fund (VGT), and Capital Group International Focus Equity (CGXU). These investments, detailed in the filing, represent strategic additions to the portfolio.
Conversely, the bank also made a substantial change by selling nearly all of its position in Nike Inc (NKE). The sale resulted in a staggering 99.33% reduction in shares and a corresponding decrease in the stock's portfolio allocation to 0.0%. This significant exit suggests a major rebalancing or strategic shift away from consumer cyclical stocks.
While the bank maintained its core positions in large-cap technology and financial services stocks like Apple (AAPL), Alphabet (GOOGL), Microsoft (MSFT), and Berkshire Hathaway (BRK-A, BRK-B), it also added new positions in smaller companies and ETFs. The addition of new holdings indicates an active management approach, seeking to capitalize on various market opportunities.
The portfolio's sector allocation reflects this mix, with substantial exposure to Technology, Financial Services, and Industrials, alongside significant allocations to broad-based ETFs covering sectors like Emerging Markets, Global Equities, and International Focus. The bank's holdings also include exposure to Communication Services through companies like Netflix (NFLX) and Comcast (CMCSA), and Consumer Defensive via Walmart (WMT).
Overall, Security National Bank Of Sioux City Iowa's Q2 2026 activity highlights a dynamic investment strategy focused on diversification and tactical adjustments, including large ETF purchases and a significant sale of a single stock.