SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
BankPosition in STT — State Street Corp
CIK 894309
SIOUX CITY, IA
Position in STT
as of Jun 30, 2026
· filed Sep 18, 2026
Position Value
$4,232,876
+$1,746,606 QoQ
Shares Held
24,958
+27.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ holds $7,541,033 across 10 Asset Management names. STT ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
This page
|
24,958 | $4,232,876 | |
| 2 | TROW |
Price T Rowe Group Inc
|
24,211 | $2,752,548 | |
| 3 | PFG |
Principal Financial Group Inc
|
3,899 | $420,234 | |
| 4 | IVZ |
Invesco Ltd.
|
6,090 | $66,015 | |
| 5 | UTG |
Reaves Utility Income Fund
|
564 | $22,966 | |
| 6 | DPG |
Duff & Phelps Utility & Infrastructure Fund Inc.
|
1,080 | $16,027 | |
| 7 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
400 | $11,604 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
1,006 | $7,927 |
All Filings in STT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,232,876 | 24,958 | Shares | Defined | 2026-09-18 | |
| 2026-03-31 | $2,486,270 | 19,645 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,654,767 | 20,578 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,399,898 | 20,687 | Shares | Defined | 2025-10-14 | |
| 2025-06-30 | $2,202,726 | 20,714 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,857,388 | 20,746 | Shares | Defined | 2025-05-20 | |
| 2024-12-31 | $2,115,230 | 21,551 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,915,905 | 21,656 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,597,956 | 21,594 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,698,333 | 21,965 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,513,954 | 19,545 | Shares | Defined | 2024-02-16 | |
| 2023-09-30 | $1,321,790 | 19,740 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,470,185 | 20,090 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $1,544,806 | 19,915 | Shares | Defined | 2023-02-16 | |
| 2022-09-30 | $1,218,024 | 20,030 | Shares | Defined | 2022-10-14 | |
| 2022-06-30 | $1,212,039 | 19,660 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,705,809 | 19,580 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,958,952 | 21,064 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $1,792,844 | 21,162 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $1,597,548 | 19,416 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,677,091 | 19,963 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,321,175 | 18,153 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,100,155 | 18,543 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,214,313 | 19,108 | Shares | Defined | 2020-07-17 | |
| 2020-03-31 | $1,011,756 | 18,993 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||