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Security National Bank

SEC CIK
0001719739
Latest filing
Jul 15, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by Security National Bank, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
631
Value
$68.0K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of PFG by Security National Bank, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026631$68.0K<0.1%−329−34.3%ReducedHolders
Q1 2026960$86.5K<0.1%00.0%UnchangedHolders
Q4 2025960$84.7K<0.1%00.0%UnchangedHolders
Q3 2025960$79.6K<0.1%00.0%UnchangedHolders
Q2 2025960$76.3K<0.1%−1,835−65.7%ReducedHolders
Q1 20252,795$235.8K<0.1%00.0%UnchangedHolders
Q4 20242,795$216.4K<0.1%00.0%UnchangedHolders
Q3 20242,795$240.1K<0.1%00.0%UnchangedHolders
Q2 20242,795$219.3K<0.1%00.0%UnchangedHolders
Q1 20242,795$241.2K<0.1%00.0%UnchangedHolders
Q4 20232,795$219.9K<0.1%00.0%UnchangedHolders
Q3 20232,795$203.1K0.1%00.0%UnchangedHolders
Q2 20232,795$212.0K0.1%00.0%UnchangedHolders
Q1 20232,795$207.7K0.1%00.0%UnchangedHolders
Q4 20222,795$234.6K0.1%−110−3.8%ReducedHolders
Q3 20222,905$210.0K0.1%+2,905NewHolders
Q2 20220$00.0%−2,905−100.0%Sold outHolders
Q1 20222,905$213.0K<0.1%00.0%UnchangedHolders
Q4 20212,905$210.0K<0.1%+2,905NewHolders