Altshuler Shaham’s Bank of New York Mellon BNY Stock Holding History

Altshuler Shaham’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	-269	Closed	-$20.7K	–	319
2024 Q4	$20.7K	Buy	+269	New	+$20.8K	﹤0.01%	226
2022 Q2	–	Sell	-113	Closed	-$6K	–	463
2022 Q1	$6K	Buy	+113	New	+$6.42K	﹤0.01%	481
2020 Q2	–	Sell	-7	Closed	–	–	366
2020 Q1	$0	Hold	7	–	–	﹤0.01%	461
2019 Q4	$0	Buy	7 +1	+17%	+$48	﹤0.01%	508
2019 Q3	$0	Buy	+6	New	+$267	﹤0.01%	425

Other funds holding BNY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Altshuler Shaham's BNY Position: Q1 2025 in Review

Altshuler Shaham sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 269 shares — an estimated $20.7K sold.

Altshuler Shaham first reported a position in BNY in Q3 2019 and held it in 5 quarters. The position peaked at $20.7K in Q4 2024. 1,505 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

Altshuler Shaham reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
Altshuler Shaham sold 269 Bank of New York Mellon shares in Q1 2025, an estimated $20.7K.
Altshuler Shaham first reported a position in Bank of New York Mellon in Q3 2019 and held it in 5 quarters.
Altshuler Shaham's Bank of New York Mellon position peaked at $20.7K in Q4 2024.
1,505 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.