Heritage Trust’s Bank of New York Mellon BK Stock Holding History

Heritage Trust’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$310K	Hold
2025 Q1	$286K	Hold
2024 Q4	$262K	Buy
2024 Q2	$200K	Buy