Security National Bank of Sioux City Iowa’s Plains All American Pipeline PAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,400	Closed	-$227K	–	89
2025 Q2	$227K	Hold	12,400	–	–	0.16%	83
2025 Q1	$248K	Hold	12,400	–	–	0.18%	80
2024 Q4	$212K	Hold	12,400	–	–	0.15%	90
2024 Q3	$215K	Hold	12,400	–	–	0.13%	103
2024 Q2	$221K	Hold	12,400	–	–	0.16%	88
2024 Q1	$218K	Hold	12,400	–	–	0.15%	88
2023 Q4	$188K	Hold	12,400	–	–	0.14%	89
2023 Q3	$190K	Hold	12,400	–	–	0.15%	91
2023 Q2	$175K	Buy	+12,400	New	+$164K	0.13%	92
2022 Q4	$146K	Hold	12,400	–	–	0.11%	96
2022 Q3	$130K	Hold	12,400	–	–	0.12%	90
2022 Q2	$122K	Hold	12,400	–	–	0.1%	87
2022 Q1	$133K	Hold	12,400	–	–	0.1%	88
2021 Q4	$116K	Hold	12,400	–	–	0.08%	91
2021 Q3	$126K	Buy	+12,400	New	+$123K	0.1%	88
2021 Q2	–	Sell	-12,400	Closed	-$113K	–	117
2021 Q1	$113K	Hold	12,400	–	–	0.09%	102
2020 Q4	$102K	Hold	12,400	–	–	0.09%	93
2020 Q3	$74K	Hold	12,400	–	–	0.07%	90
2020 Q2	$110K	Hold	12,400	–	–	0.12%	83
2020 Q1	$65K	Buy	12,400 +800	+7%	+$11K	0.08%	75
2019 Q4	$213K	Buy	11,600 +400	+4%	+$7.35K	0.21%	87
2019 Q3	$232K	Hold	11,200	–	–	0.27%	77
2019 Q2	$273K	Hold	11,200	–	–	0.32%	66
2019 Q1	$275K	Hold	11,200	–	–	0.32%	71
2018 Q4	$224K	Sell	11,200 -1,950	-15%	-$44.4K	0.23%	73
2018 Q3	$329K	Hold	13,150	–	–	0.29%	72
2018 Q2	$311K	Hold	13,150	–	–	0.29%	75
2018 Q1	$290K	Hold	13,150	–	–	0.27%	73
2017 Q4	$271K	Buy	+13,150	New	+$268K	0.25%	75
2015 Q3	–	Sell	-5,124	Closed	-$223K	–	75
2015 Q2	$223K	Hold	5,124	–	–	0.24%	70
2015 Q1	$250K	Hold	5,124	–	–	0.27%	70
2014 Q4	$263K	Hold	5,124	–	–	0.29%	71
2014 Q3	$302K	Hold	5,124	–	–	0.34%	67
2014 Q2	$308K	Hold	5,124	–	–	0.35%	65
2014 Q1	$282K	Hold	5,124	–	–	0.33%	66
2013 Q4	$265K	Hold	5,124	–	–	0.32%	66
2013 Q3	$270K	Hold	5,124	–	–	0.39%	63
2013 Q2	$286K	Buy	+5,124	New	+$290K	0.45%	63

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

TCA

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Security National Bank of Sioux City Iowa sold out of Plains All American Pipeline (PAA) in Q3 2025, closing a stake of 12,400 shares — an estimated $227K sold.

Security National Bank of Sioux City Iowa first reported a position in PAA in Q2 2013 and held it in 38 quarters. The position peaked at $329K in Q3 2018. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2025.

Security National Bank of Sioux City Iowa reported no remaining Plains All American Pipeline position as of Q3 2025 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 12,400 Plains All American Pipeline shares in Q3 2025, an estimated $227K.
Security National Bank of Sioux City Iowa first reported a position in Plains All American Pipeline in Q2 2013 and held it in 38 quarters.
Security National Bank of Sioux City Iowa's Plains All American Pipeline position peaked at $329K in Q3 2018.
372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2025.

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