1858 Wealth Management’s Bank of New York Mellon BNY Stock Holding History

1858 Wealth Management’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
2025 Q3	$421K	Sell	3,867 -146	-4%	-$14.9K	0.3%	60
2025 Q2	$366K	Sell	4,013 -213	-5%	-$18.1K	0.27%	67
2025 Q1	$354K	Buy	4,226 +243	+6%	+$20.4K	0.3%	69
2024 Q4	$306K	Hold	3,983	–	–	0.24%	85
2024 Q3	$286K	Sell	3,983 -883	-18%	-$58.1K	0.24%	81
2024 Q2	$291K	Buy	4,866 +188	+4%	+$10.9K	0.24%	81
2024 Q1	$243K	Hold	4,678	–	–	0.23%	98
2023 Q4	$243K	Buy	+4,678	New	+$215K	0.23%	98

Other funds holding BNY

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1858 Wealth Management's BNY Position: Q3 2025 in Review

1858 Wealth Management reduced its Bank of New York Mellon (BNY) stake by 3.6% in Q3 2025, selling an estimated $14.9K and leaving 3,867 shares worth $421K. The position accounts for 0.3% of the portfolio, ranked #60.

1858 Wealth Management first reported a position in BNY in Q4 2023 and has held it in 8 quarters since. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

1858 Wealth Management held 3,867 shares of Bank of New York Mellon worth $421K as of Q3 2025.
1858 Wealth Management sold 146 Bank of New York Mellon shares in Q3 2025, an estimated $14.9K.
Bank of New York Mellon made up 0.3% of 1858 Wealth Management's portfolio in Q3 2025, its #60 holding.
1858 Wealth Management first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 8 quarters since.
1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.