Security National Trust’s Bank of New York Mellon BNY Stock Holding History

Security National Trust’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$36K	Hold	703	–	–	0.01%	284
2021 Q2	$36K	Buy	703 +353	+101%	+$17.7K	0.01%	292
2021 Q1	$16K	Hold	350	–	–	﹤0.01%	333
2020 Q4	$14K	Hold	350	–	–	﹤0.01%	338
2020 Q3	$12K	Hold	350	–	–	﹤0.01%	335
2020 Q2	$14K	Hold	350	–	–	﹤0.01%	335
2020 Q1	$12K	Hold	350	–	–	﹤0.01%	346
2019 Q4	$18K	Hold	350	–	–	0.01%	326
2019 Q3	$16K	Hold	350	–	–	0.01%	300
2019 Q2	$16K	Hold	350	–	–	0.01%	305
2019 Q1	$18K	Buy	350 +200	+133%	+$10.3K	0.01%	298
2018 Q4	$7K	Hold	150	–	–	﹤0.01%	332
2018 Q3	$8K	Sell	150 -600	-80%	-$31.6K	﹤0.01%	346
2018 Q2	$40K	Hold	750	–	–	0.01%	277
2018 Q1	$39K	Hold	750	–	–	0.01%	272
2017 Q4	$40K	Sell	750 -125	-14%	-$6.66K	0.01%	271
2017 Q3	$46K	Hold	875	–	–	0.02%	267
2017 Q2	$45K	Hold	875	–	–	0.02%	282
2017 Q1	$41K	Sell	875 -492	-36%	-$23K	0.01%	287
2016 Q4	$65K	Hold	1,367	–	–	0.02%	249
2016 Q3	$55K	Hold	1,367	–	–	0.02%	262
2016 Q2	$53K	Buy	1,367 +300	+28%	+$11.9K	0.02%	265
2016 Q1	$40K	Hold	1,067	–	–	0.02%	284
2015 Q4	$44K	Hold	1,067	–	–	0.02%	272
2015 Q3	$42K	Hold	1,067	–	–	0.02%	281
2015 Q2	$44K	Hold	1,067	–	–	0.02%	286
2015 Q1	$43K	Sell	1,067 -500	-32%	-$19.5K	0.02%	294
2014 Q4	$63K	Buy	1,567 +125	+9%	+$4.89K	0.02%	260
2014 Q3	$56K	Hold	1,442	–	–	0.02%	263
2014 Q2	$54K	Sell	1,442 -100	-6%	-$3.46K	0.02%	274
2014 Q1	$54K	Hold	1,542	–	–	0.02%	271
2013 Q4	$54K	Hold	1,542	–	–	0.02%	267
2013 Q3	$47K	Hold	1,542	–	–	0.02%	269
2013 Q2	$43K	Buy	+1,542	New	+$44.3K	0.02%	268

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Security National Trust's BNY Position: Q3 2021 in Review

Security National Trust held its Bank of New York Mellon (BNY) position steady in Q3 2021 at 703 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #284.

Security National Trust first reported a position in BNY in Q2 2013 and has held it in 34 quarters since. The position peaked at $65K in Q4 2016. 1,051 funds tracked by Wall St. Rank hold BNY as of Q3 2021.

Security National Trust held 703 shares of Bank of New York Mellon worth $36K as of Q3 2021.
Security National Trust left its Bank of New York Mellon share count unchanged in Q3 2021.
Bank of New York Mellon made up 0.01% of Security National Trust's portfolio in Q3 2021, its #284 holding.
Security National Trust first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 34 quarters since.
Security National Trust's Bank of New York Mellon position peaked at $65K in Q4 2016.
1,051 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.