Aft Forsyth & Sober’s Bank of New York Mellon BNY Stock Holding History

Aft Forsyth & Sober’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 Q2	–	Sell	-32,500	Closed	-$2.73M	–	64
2025 Q1	$2.73M	Buy	32,500 +250	+0.8%	+$21K	0.95%	32
2024 Q4	$2.48M	Hold	32,250	–	–	0.8%	37
2024 Q3	$2.32M	Hold	32,250	–	–	0.76%	37
2024 Q2	$1.93M	Hold	32,250	–	–	0.66%	42
2024 Q1	$1.86M	Hold	32,250	–	–	0.65%	49
2023 Q4	$1.68M	Hold	32,250	–	–	0.65%	47
2023 Q3	$1.38M	Hold	32,250	–	–	0.58%	47
2023 Q2	$1.44M	Hold	32,250	–	–	0.6%	48
2023 Q1	$1.47M	Hold	32,250	–	–	0.74%	40
2022 Q4	$1.47M	Hold	32,250	–	–	0.66%	42
2022 Q3	$1.24M	Hold	32,250	–	–	0.6%	48
2022 Q2	$1.34M	Sell	32,250 -1,600	-5%	-$71.3K	0.63%	44
2022 Q1	$1.68M	Buy	+33,850	New	+$1.92M	0.66%	37

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

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

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

Aft Forsyth & Sober's BNY Position: Q2 2025 in Review

Aft Forsyth & Sober sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 32,500 shares — an estimated $2.73M sold.

Aft Forsyth & Sober first reported a position in BNY in Q1 2022 and held it in 13 quarters. The position peaked at $2.73M in Q1 2025. 1,551 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

Aft Forsyth & Sober reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 32,500 Bank of New York Mellon shares in Q2 2025, an estimated $2.73M.
Aft Forsyth & Sober first reported a position in Bank of New York Mellon in Q1 2022 and held it in 13 quarters.
Aft Forsyth & Sober's Bank of New York Mellon position peaked at $2.73M in Q1 2025.
1,551 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Aft Forsyth & Sober's 13F filing for Q2 2025, filed 14 Aug 2025.