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Alissa M Hansen

Security National Bank Of Sioux City Iowa Ia

Assets Managed
$169.163M
Holdings
104
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
8.59%(2Q avg: 5.01%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Security National Bank Of Sioux City Iowa Ia's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Security National Bank Of Sioux City Iowa Ia over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 169.163M in assets, with a quarterly growth rate of 8.59% and a 2-quarter average growth rate of 5.01%. The portfolio is managed by Alissa M Hansen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BKMI
Bny Mellon Muni Int Etf
Recent Activity
New Position
6.9%
$11.66M
446,726 shares@ $26.11 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.08%
4.6%
$7.775M
30,634 shares@ $253.8 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 5.12%
3.93%
$6.642M
13,861 shares@ $479.2 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -7.35%
3.66%
$6.179M
21,486 shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.96%
3.61%
$6.093M
16,459 shares@ $370.18 avg price
WMT
Walmart Inc
Recent Activity
Decreased -15.5%
3.17%
$5.355M
43,091 shares@ $124.28 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
2.98%
$5.027M
7 shares@ $718140.0 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -4.93%
2.61%
$4.405M
25,966 shares@ $169.66 avg price
AFL
Aflac Inc
Recent Activity
Decreased -2.17%
2.07%
$3.491M
31,818 shares@ $109.72 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -2.2%
2.07%
$3.487M
14,265 shares@ $244.45 avg price

1-10 of 104