Security National Bank

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$736M
Signature - Title
Karen Mentzer - AVP Trust Compliance Coordinator
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by Security National Bank. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Security National Bank reported 283 stock holdings with total value $736M as of Q3 2024. Top holdings included IVV, NVDA, BRKA, BRKB, and IWR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 283 $736M +$21.7M -$9.91M +$11.8M IVV, NVDA, BRKA, BRKB, IWR 13F-HR 10/7/2024, 03:37 PM
Q2 2024 288 $689M +$78.1M -$13.8M +$64.3M IVV, NVDA, BRKA, IWR, BRKB 13F-HR 7/22/2024, 04:34 PM
Q1 2024 277 $661M +$190M -$28.2M +$161M IVV, NVDA, BRKA, IWR, BRKB 13F-HR 4/15/2024, 09:46 AM
Q4 2023 313 $443M +$72.1M -$15.9M +$56.2M NVDA, BRKA, AAPL, BRKB, MUSA 13F-HR 2/13/2024, 10:42 AM
Q3 2023 102 $356M +$9.55M -$30.3M -$20.7M NVDA, BRKB, AAPL, MUSA, MSFT 13F-HR 10/20/2023, 09:32 AM
Q2 2023 104 $393M +$10.8M -$27.7M -$16.9M NVDA, AAPL, BRKB, MSFT, MUSA 13F-HR 7/18/2023, 10:28 AM
Q1 2023 100 $375M +$1.51M -$26.2M -$24.7M NVDA, AAPL, BRKB, MSFT, MUSA 13F-HR 4/17/2023, 10:40 AM
Q4 2022 100 $371M +$15.5M -$28.3M -$12.9M BRKB, AAPL, NVDA, MUSA, MSFT 13F-HR 2/1/2023, 12:28 PM
Q3 2022 100 $359M +$33.8M -$11.1M +$22.7M AAPL, BRKB, MUSA, NVDA, MSFT 13F-HR 10/18/2022, 01:10 PM
Q2 2022 98 $360M +$30.9M -$23.8M +$7.18M BRKB, AAPL, NVDA, MSFT, MUSA 13F-HR 7/25/2022, 10:35 AM
Q1 2022 106 $437M +$24M -$19.2M +$4.72M NVDA, BRKB, AAPL, MSFT, UNP 13F-HR 4/25/2022, 10:23 AM
Q4 2021 107 $442M +$14M -$19.1M -$5.18M NVDA, AAPL, BRKB, MSFT, LOW 13F-HR 1/28/2022, 01:40 PM
Q3 2021 101 $399M +$48.1M -$9.11M +$39M NVDA, AAPL, BRKB, MSFT, AMZN 13F-HR 10/14/2021, 11:39 AM
Q2 2021 97 $380M +$15.8M -$8.37M +$7.39M NVDA, BRKB, AAPL, MSFT, AMZN 13F-HR 7/7/2021, 09:52 AM
Q1 2021 97 $340M +$29M -$12.6M +$16.4M AAPL, BRKB, NVDA, MSFT, AMZN 13F-HR 4/5/2021, 03:15 PM
Q4 2020 74 $315M +$7.92M -$11.6M -$3.7M AAPL, NVDA, BRKB, MSFT, AMZN 13F-HR 2/1/2021, 02:54 PM
Q3 2020 70 $287M +$27M -$3.36M +$23.6M NVDA, AAPL, BRKB, AMZN, MSFT 13F-HR 10/19/2020, 12:55 PM
Q2 2020 66 $242M +$13.3M -$5.19M +$8.06M NVDA, AAPL, BRKB, MSFT, AMZN 13F-HR 8/11/2020, 09:10 AM
Q1 2020 66 $190M +$19.7M -$16.2M +$3.53M BRKB, NVDA, AAPL, MSFT, AMZN 13F-HR 4/21/2020, 12:00 PM
Q4 2019 72 $224M +$7.13M -$18.4M -$11.3M BRKB, AAPL, MSFT, UNP, NVDA 13F-HR 2/4/2020, 04:57 PM
Q3 2019 73 $212M +$14.4M -$8.9M +$5.54M AAPL, BRKB, MSFT, UNP, AMZN 13F-HR 10/15/2019, 04:52 PM
Q2 2019 71 $202M +$8.05M -$5.41M +$2.64M AAPL, BRKB, MSFT, UNP, AMZN 13F-HR 7/22/2019, 09:52 AM
Q1 2019 72 $193M +$22.2M -$7.79M +$14.4M AAPL, BRKB, UNP, MSFT, AMZN 13F-HR 5/14/2019, 01:02 PM
Q4 2018 65 $160M +$18M -$9.11M +$8.94M BRKB, AAPL, MSFT, UNP, BRKA 13F-HR 2/14/2019, 09:27 AM
Q3 2018 64 $181M +$15.2M -$6.22M +$8.99M AAPL, BRKB, NVDA, MUR, BRKA 13F-HR 10/12/2018, 06:03 PM
Q2 2018 62 $157M +$4.61M -$2.6M +$2.01M AAPL, BRKB, MUR, NVDA, AMZN 13F-HR 7/26/2018, 12:18 PM
Q1 2018 63 $149M +$5.75M -$11.4M -$5.67M AAPL, BRKB, NVDA, MUR, UNP 13F-HR 5/9/2018, 03:52 PM
Q4 2017 64 $154M +$3.93M -$6.33M -$2.41M AAPL, BRKB, MUR, NVDA, UNP 13F-HR 2/13/2018, 05:24 PM
Q3 2017 66 $146M +$7.37M -$6.82M +$552K AAPL, BRKB, NVDA, MUR, VMI 13F-HR 11/13/2017, 02:40 PM
Q2 2017 65 $137M +$6.2M -$5.56M +$642K AAPL, BRKB, MUR, NVDA, VMI 13F-HR 1/3/2018, 11:03 AM
Q1 2017 64 $133M $0 $0 AAPL, BRKB, MUR, NVDA, BRKA 13F-HR 1/4/2018, 05:05 PM