AI
BNY

Atom Investors’s Bank of New York Mellon BNY Stock Holding History

Atom Investors’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
-6,147
Closed -$560K – 612
2025
Q2 		$560K Hold
6,147
– – 0.05% 338
2025
Q1 		$516K Sell
6,147
-38,191
-86% -$3.21M 0.06% 292
2024
Q4 		$3.41M Sell
44,338
-76,226
-63% -$5.89M 0.42% 71
2024
Q3 		$8.66M Sell
120,564
-27,433
-19% -$1.8M 0.91% 16
2024
Q2 		$8.86M Buy
147,997
+73,516
+99% +$4.25M 0.89% 18
2024
Q1 		$4.29M Buy
74,481
+23,244
+45% +$1.28M 0.54% 48
2023
Q4 		$2.67M Buy
+51,237
New +$2.36M 0.47% 55
2021
Q2 		– Sell
-9,464
Closed -$448K – 252
2021
Q1 		$448K Buy
+9,464
New +$416K 0.07% 160
2020
Q3 		– Sell
-9,125
Closed -$353K – 514
2020
Q2 		$353K Buy
+9,125
New +$334K 0.02% 302

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

Atom Investors's BNY Position: Q3 2025 in Review

Atom Investors sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 6,147 shares — an estimated $560K sold.

Atom Investors first reported a position in BNY in Q2 2020 and held it in 9 quarters. The position peaked at $8.86M in Q2 2024. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Atom Investors reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • Atom Investors sold 6,147 Bank of New York Mellon shares in Q3 2025, an estimated $560K.
  • Atom Investors first reported a position in Bank of New York Mellon in Q2 2020 and held it in 9 quarters.
  • Atom Investors's Bank of New York Mellon position peaked at $8.86M in Q2 2024.
  • 1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Atom Investors's 13F filing for Q3 2025, filed 14 Nov 2025.