FFASIA
BNY

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Bank of New York Mellon BNY Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
Q1 		– Sell
-13,620
Closed -$1.05M – 67
2024
Q4 		$1.05M Buy
+13,620
New +$1.05M 0.71% 39

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FIG FINANCIAL ADVISORY SERVICES INC /ADV's BNY Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 13,620 shares — an estimated $1.05M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in BNY in Q4 2024 and held it in 1 quarter. The position peaked at $1.05M in Q4 2024. 1,503 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 13,620 Bank of New York Mellon shares in Q1 2025, an estimated $1.05M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Bank of New York Mellon in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Bank of New York Mellon position peaked at $1.05M in Q4 2024.
  • 1,503 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.