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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-21,100	Closed	-$90.1K	–	88
2025 Q2	$90.1K	Hold	21,100	–	–	0.06%	87
2025 Q1	$95.8K	Hold	21,100	–	–	0.07%	88
2024 Q4	$105K	Hold	21,100	–	–	0.07%	92
2024 Q3	$95K	Hold	21,100	–	–	0.06%	105
2024 Q2	$107K	Hold	21,100	–	–	0.08%	92
2024 Q1	$122K	Hold	21,100	–	–	0.09%	90
2023 Q4	$118K	Hold	21,100	–	–	0.09%	90
2023 Q3	$81.7K	Hold	21,100	–	–	0.06%	92
2023 Q2	$82.1K	Buy	+21,100	New	+$68.3K	0.06%	93
2022 Q4	$26K	Hold	21,100	–	–	0.02%	97
2022 Q3	$27K	Hold	21,100	–	–	0.02%	91
2022 Q2	$32K	Hold	21,100	–	–	0.03%	88
2022 Q1	$47K	Hold	21,100	–	–	0.04%	89
2021 Q4	$38K	Hold	21,100	–	–	0.03%	92
2021 Q3	$50K	Buy	+21,100	New	+$41.2K	0.04%	89
2021 Q2	–	Sell	-21,100	Closed	-$43K	–	114
2021 Q1	$43K	Hold	21,100	–	–	0.03%	103
2020 Q4	$51K	Hold	21,100	–	–	0.04%	95
2020 Q3	$84K	Hold	21,100	–	–	0.08%	89
2020 Q2	$82K	Hold	21,100	–	–	0.09%	85
2020 Q1	$55K	Buy	21,100 +800	+4%	+$6.48K	0.07%	76
2019 Q4	$230K	Buy	20,300 +2,300	+13%	+$25.6K	0.23%	80
2019 Q3	$250K	Hold	18,000	–	–	0.29%	73
2019 Q2	$266K	Hold	18,000	–	–	0.31%	69
2019 Q1	$253K	Hold	18,000	–	–	0.29%	74
2018 Q4	$173K	Hold	18,000	–	–	0.18%	76
2018 Q3	$209K	Buy	18,000 +900	+5%	+$10.9K	0.18%	83
2018 Q2	$214K	Buy	17,100 +2,900	+20%	+$34K	0.2%	81
2018 Q1	$156K	Buy	14,200 +2,000	+16%	+$27.5K	0.15%	77
2017 Q4	$171K	Buy	+12,200	New	+$151K	0.15%	82

Other funds holding NGL

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

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

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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

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

Security National Bank of Sioux City Iowa sold out of NGL Energy Partners (NGL) in Q3 2025, closing a stake of 21,100 shares — an estimated $90.1K sold.

Security National Bank of Sioux City Iowa first reported a position in NGL in Q4 2017 and held it in 29 quarters. The position peaked at $266K in Q2 2019. 86 funds tracked by Wall St. Rank hold NGL as of Q3 2025.

Security National Bank of Sioux City Iowa reported no remaining NGL Energy Partners position as of Q3 2025 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 21,100 NGL Energy Partners shares in Q3 2025, an estimated $90.1K.
Security National Bank of Sioux City Iowa first reported a position in NGL Energy Partners in Q4 2017 and held it in 29 quarters.
Security National Bank of Sioux City Iowa's NGL Energy Partners position peaked at $266K in Q2 2019.
86 funds tracked by Wall St. Rank held NGL Energy Partners as of Q3 2025.

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