Security National Bank’s BHP BHP Stock Holding History

Security National Bank’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,990	Closed	-$1.02M	–	318
2024 Q4	$1.02M	Sell	20,990 -17,151	-45%	-$932K	0.15%	64
2024 Q3	$2.37M	Buy	38,141 +1,581	+4%	+$87.3K	0.32%	53
2024 Q2	$2.09M	Sell	36,560 -214	-0.6%	-$12.4K	0.3%	53
2024 Q1	$2.12M	Sell	36,774 -5,308	-13%	-$318K	0.32%	52
2023 Q4	$2.87M	Sell	42,082 -2,315	-5%	-$140K	0.65%	45
2023 Q3	$2.54M	Sell	44,397 -3,101	-7%	-$181K	0.71%	46
2023 Q2	$2.83M	Buy	47,498 +2,083	+5%	+$124K	0.72%	46
2023 Q1	$2.88M	Sell	45,415 -6,375	-12%	-$411K	0.77%	47
2022 Q4	$3.21M	Buy	51,790 +2,750	+6%	+$155K	0.87%	45
2022 Q3	$2.45M	Buy	49,040 +1,665	+4%	+$88.2K	0.68%	50
2022 Q2	$2.66M	Sell	47,375 -2,969	-6%	-$184K	0.74%	47
2022 Q1	$3.47M	Buy	50,344 +45,664	+976%	+$2.77M	0.79%	46
2021 Q4	$252K	Buy	4,680 +146	+3%	+$7.3K	0.06%	93
2021 Q3	$216K	Buy	4,534 +1,261	+39%	+$77K	0.05%	98
2021 Q2	$213K	Hold	3,273	–	–	0.06%	95
2021 Q1	$203K	Buy	+3,273	New	+$211K	0.06%	95

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Security National Bank's BHP Position: Q1 2025 in Review

Security National Bank sold out of BHP (BHP) in Q1 2025, closing a stake of 20,990 shares — an estimated $1.02M sold.

Security National Bank first reported a position in BHP in Q1 2021 and held it in 16 quarters. The position peaked at $3.47M in Q1 2022. 622 funds tracked by Wall St. Rank hold BHP as of Q1 2025.

Security National Bank reported no remaining BHP position as of Q1 2025 after selling out during the quarter.
Security National Bank sold 20,990 BHP shares in Q1 2025, an estimated $1.02M.
Security National Bank first reported a position in BHP in Q1 2021 and held it in 16 quarters.
Security National Bank's BHP position peaked at $3.47M in Q1 2022.
622 funds tracked by Wall St. Rank held BHP as of Q1 2025.

Based on Security National Bank's 13F filing for Q1 2025, filed 23 Apr 2025.