AMIM
BNY

Aull & Monroe Investment Management’s Bank of New York Mellon BNY Stock Holding History

Aull & Monroe Investment 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
Q2 		– Sell
-2,509
Closed -$210K – 125
2025
Q1 		$210K Buy
+2,509
New +$211K 0.1% 120

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Aull & Monroe Investment Management's BNY Position: Q2 2025 in Review

Aull & Monroe Investment Management sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 2,509 shares — an estimated $210K sold.

Aull & Monroe Investment Management first reported a position in BNY in Q1 2025 and held it in 1 quarter. The position peaked at $210K in Q1 2025. 1,553 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Aull & Monroe Investment Management reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • Aull & Monroe Investment Management sold 2,509 Bank of New York Mellon shares in Q2 2025, an estimated $210K.
  • Aull & Monroe Investment Management first reported a position in Bank of New York Mellon in Q1 2025 and held it in 1 quarter.
  • Aull & Monroe Investment Management's Bank of New York Mellon position peaked at $210K in Q1 2025.
  • 1,553 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.