Security National Bank of Sioux City Iowa’s Energy Transfer Partners ET Stock Holding History

Security National Bank of Sioux City Iowa’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-32,825	Closed	-$595K	–	87
2025 Q2	$595K	Hold	32,825	–	–	0.42%	58
2025 Q1	$610K	Hold	32,825	–	–	0.44%	61
2024 Q4	$643K	Hold	32,825	–	–	0.45%	61
2024 Q3	$527K	Sell	32,825 -500	-2%	-$8.04K	0.32%	69
2024 Q2	$541K	Buy	33,325 +500	+2%	+$7.86K	0.39%	62
2024 Q1	$516K	Hold	32,825	–	–	0.36%	61
2023 Q4	$453K	Buy	32,825 +15,525	+90%	+$211K	0.34%	63
2023 Q3	$243K	Hold	17,300	–	–	0.19%	82
2023 Q2	$220K	Buy	+17,300	New	+$219K	0.17%	88
2022 Q4	$205K	Hold	17,300	–	–	0.16%	95
2022 Q3	$191K	Hold	17,300	–	–	0.17%	89
2022 Q2	$173K	Hold	17,300	–	–	0.15%	86
2022 Q1	$194K	Hold	17,300	–	–	0.14%	87
2021 Q4	$142K	Hold	17,300	–	–	0.1%	90
2021 Q3	$166K	Buy	+17,300	New	+$166K	0.13%	87
2021 Q2	–	Sell	-17,300	Closed	-$133K	–	105
2021 Q1	$133K	Hold	17,300	–	–	0.11%	100
2020 Q4	$107K	Hold	17,300	–	–	0.09%	92
2020 Q3	$94K	Hold	17,300	–	–	0.09%	88
2020 Q2	$123K	Hold	17,300	–	–	0.13%	81
2020 Q1	$80K	Hold	17,300	–	–	0.1%	74
2019 Q4	$222K	Buy	17,300 +4,884	+39%	+$60.2K	0.22%	83
2019 Q3	$162K	Hold	12,416	–	–	0.19%	88
2019 Q2	$175K	Hold	12,416	–	–	0.21%	84
2019 Q1	$191K	Hold	12,416	–	–	0.22%	84
2018 Q4	$164K	Buy	+12,416	New	+$189K	0.17%	77

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Security National Bank of Sioux City Iowa's ET Position: Q3 2025 in Review

Security National Bank of Sioux City Iowa sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 32,825 shares — an estimated $595K sold.

Security National Bank of Sioux City Iowa first reported a position in ET in Q4 2018 and held it in 25 quarters. The position peaked at $643K in Q4 2024. 1,223 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Security National Bank of Sioux City Iowa reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 32,825 Energy Transfer Partners shares in Q3 2025, an estimated $595K.
Security National Bank of Sioux City Iowa first reported a position in Energy Transfer Partners in Q4 2018 and held it in 25 quarters.
Security National Bank of Sioux City Iowa's Energy Transfer Partners position peaked at $643K in Q4 2024.
1,223 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q3 2025, filed 14 Oct 2025.