AA
BNY

Axiom Advisory’s Bank of New York Mellon BNY Stock Holding History

Axiom Advisory’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
2024
Q3 		$1.68M Buy
25,600
+400
+2% +$26.3K 0.02% 126
2024
Q2 		$1.46M Buy
+25,200
New +$1.46M 0.02% 131

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axiom Advisory's BNY Position: Q3 2024 in Review

Axiom Advisory increased its Bank of New York Mellon (BNY) stake by 1.6% in Q3 2024, buying an estimated $26.3K and bringing the position to 25,600 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #126.

Axiom Advisory first reported a position in BNY in Q2 2024 and has held it in 2 quarters since. 1,287 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

  • Axiom Advisory held 25,600 shares of Bank of New York Mellon worth $1.68M as of Q3 2024.
  • Axiom Advisory bought 400 Bank of New York Mellon shares in Q3 2024, an estimated $26.3K.
  • Bank of New York Mellon made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #126 holding.
  • Axiom Advisory first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 2 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.