Security National Bank of Sioux City Iowa’s Sunoco SUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,000	Closed	-$375K	–	90
2025 Q2	$375K	Hold	7,000	–	–	0.26%	67
2025 Q1	$406K	Hold	7,000	–	–	0.3%	65
2024 Q4	$360K	Hold	7,000	–	–	0.25%	69
2024 Q3	$376K	Hold	7,000	–	–	0.23%	77
2024 Q2	$396K	Hold	7,000	–	–	0.29%	66
2024 Q1	$422K	Hold	7,000	–	–	0.3%	68
2023 Q4	$420K	Hold	7,000	–	–	0.32%	65
2023 Q3	$343K	Hold	7,000	–	–	0.27%	70
2023 Q2	$305K	Buy	+7,000	New	+$310K	0.23%	75
2022 Q4	$302K	Hold	7,000	–	–	0.23%	79
2022 Q3	$273K	Hold	7,000	–	–	0.24%	78
2022 Q2	$261K	Hold	7,000	–	–	0.22%	80
2022 Q1	$286K	Hold	7,000	–	–	0.21%	78
2021 Q4	$286K	Hold	7,000	–	–	0.2%	78
2021 Q3	$261K	Buy	+7,000	New	+$260K	0.2%	77
2021 Q2	–	Sell	-7,000	Closed	-$223K	–	121
2021 Q1	$223K	Hold	7,000	–	–	0.18%	92
2020 Q4	$201K	Buy	+7,000	New	+$190K	0.17%	88
2020 Q1	–	Sell	-7,000	Closed	-$214K	–	85
2019 Q4	$214K	Hold	7,000	–	–	0.21%	86
2019 Q3	$220K	Hold	7,000	–	–	0.25%	81
2019 Q2	$219K	Hold	7,000	–	–	0.26%	77
2019 Q1	$218K	Buy	+7,000	New	+$208K	0.25%	79
2018 Q4	–	Sell	-7,000	Closed	-$207K	–	86
2018 Q3	$207K	Buy	+7,000	New	+$189K	0.18%	84

Other funds holding SUN

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

CLG

Cooperman Leon G $3.05B AUM 42.78% 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

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

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

Security National Bank of Sioux City Iowa sold out of Sunoco (SUN) in Q3 2025, closing a stake of 7,000 shares — an estimated $375K sold.

Security National Bank of Sioux City Iowa first reported a position in SUN in Q3 2018 and held it in 22 quarters. The position peaked at $422K in Q1 2024. 272 funds tracked by Wall St. Rank hold SUN as of Q3 2025.

Security National Bank of Sioux City Iowa reported no remaining Sunoco position as of Q3 2025 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 7,000 Sunoco shares in Q3 2025, an estimated $375K.
Security National Bank of Sioux City Iowa first reported a position in Sunoco in Q3 2018 and held it in 22 quarters.
Security National Bank of Sioux City Iowa's Sunoco position peaked at $422K in Q1 2024.
272 funds tracked by Wall St. Rank held Sunoco as of Q3 2025.

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