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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return