9258 Wealth Management’s Bank of New York Mellon BNY Stock Holding History

9258 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
2024 Q3	$226K	Buy	+3,149	New	+$207K	0.03%	319

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

9258 Wealth Management's BNY Position: Q3 2024 in Review

9258 Wealth Management opened a new position in Bank of New York Mellon (BNY) in Q3 2024: 3,149 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #319 among its holdings.

1,287 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

9258 Wealth Management held 3,149 shares of Bank of New York Mellon worth $226K as of Q3 2024.
Bank of New York Mellon was a new 9258 Wealth Management position in Q3 2024.
Bank of New York Mellon made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #319 holding.
1,287 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.