AWM
BNY

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

Accredited 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 		– Sell
-106
Closed -$9.66K – 382
2025
Q2 		$9.66K Buy
+106
New +$9K 0.01% 265
2025
Q1 		– Sell
-500
Closed -$38.4K – 389
2024
Q4 		$38.4K Buy
+500
New +$38.6K 0.03% 154

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Accredited Wealth Management sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 106 shares — an estimated $9.66K sold.

Accredited Wealth Management first reported a position in BNY in Q4 2024 and held it in 2 quarters. The position peaked at $38.4K in Q4 2024. 1,642 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Accredited Wealth Management reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 106 Bank of New York Mellon shares in Q3 2025, an estimated $9.66K.
  • Accredited Wealth Management first reported a position in Bank of New York Mellon in Q4 2024 and held it in 2 quarters.
  • Accredited Wealth Management's Bank of New York Mellon position peaked at $38.4K in Q4 2024.
  • 1,642 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.