SECURITY NATIONAL BANK OF SO DAK quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, SECURITY NATIONAL BANK OF SO DAK opened 11 positions, added to 8, reduced 7, sold out of 1 and left 9 unchanged. The largest increase in value was BKMI (+$11,982,446); the largest decrease was VT (-$1,499,605).
- BKMI: Country of operation —; Class OTHER; Shares 2025-12-31 0; Shares 2026-03-31 459,087.
- TGRW: Country of operation —; Class OTHER; Shares 2025-12-31 0; Shares 2026-03-31 11,242.
- CGXU: Country of operation —; Class OTHER; Shares 2025-12-31 0; Shares 2026-03-31 14,827.
- QGRO: Country of operation —; Class OTHER; Shares 2025-12-31 0; Shares 2026-03-31 3,728.
Two Form 13F-HR filings compared (SEC CIK 1105909): 2025-12-31 (filed 2026-02-13) and 2026-03-31 (filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Reliant Investment Management, LLC | United States | $0.207B | 53 |
| MATRIX PRIVATE CAPITAL GROUP LLC | United States | $0.207B | 141 |
| BRIGHTON SECURITIES CORP. | United States | $0.208B | 47 |
| Birchcreek Wealth Management, LLC | United States | $0.208B | 120 |
| Hyperion Capital Advisors LP | United States | $0.208B | 68 |
| Kensington Investment Counsel, LLC | United States | $0.208B | 83 |
| CIBRA Capital Ltd | United Kingdom | $0.207B | 25 |
| BDFS Capital LLC | United States | $0.208B | 137 |
| StepStone Group LP | United States | $0.207B | 18 |
| Richardson Capital Management LLC | United States | $0.207B | 394 |