Bank of New York Mellon
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Bank of New York Mellon’s MarketWise MKTW Stock Holding History

Bank of New York Mellon’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,139
Closed -$60.6K – 4219
2025
Q1 		$60.6K Sell
6,139
-61
-1% -$730 ﹤0.01% 4042
2024
Q4 		$70.4K Sell
6,200
-1,673
-21% -$18.7K ﹤0.01% 4060
2024
Q3 		$105K Sell
7,873
-1,040
-12% -$19.1K ﹤0.01% 4005
2024
Q2 		$207K Buy
8,913
+554
+7% +$16.3K ﹤0.01% 3930
2024
Q1 		$289K Sell
8,359
-279
-3% -$11.8K ﹤0.01% 3788
2023
Q4 		$472K Buy
8,638
+51
+0.6% +$2.49K ﹤0.01% 3588
2023
Q3 		$275K Sell
8,587
-12,528
-59% -$425K ﹤0.01% 3844
2023
Q2 		$845K Buy
21,115
+2,463
+13% +$96.5K ﹤0.01% 3300
2023
Q1 		$690K Sell
18,652
-240
-1% -$9.64K ﹤0.01% 3316
2022
Q4 		$635K Buy
18,892
+364
+2% +$15.8K ﹤0.01% 3423
2022
Q3 		$846K Buy
18,528
+16
+0.1% +$943 ﹤0.01% 3285
2022
Q2 		$1.33M Buy
18,512
+600
+3% +$41.7K ﹤0.01% 3059
2022
Q1 		$1.69M Sell
17,912
-831
-4% -$90.6K ﹤0.01% 3027
2021
Q4 		$2.83M Sell
18,743
-2,289
-11% -$326K ﹤0.01% 2783
2021
Q3 		$3.47M Buy
21,032
+722
+4% +$140K ﹤0.01% 2683
2021
Q2 		$4.04M Buy
+20,310
New +$4.04M ﹤0.01% 2589

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Bank of New York Mellon's MKTW Position: Q2 2025 in Review

Bank of New York Mellon sold out of MarketWise (MKTW) in Q2 2025, closing a stake of 6,139 shares — an estimated $60.6K sold.

Bank of New York Mellon first reported a position in MKTW in Q2 2021 and held it in 16 quarters. The position peaked at $4.04M in Q2 2021. 43 funds tracked by Wall St. Rank hold MKTW as of Q2 2025.

  • Bank of New York Mellon reported no remaining MarketWise position as of Q2 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 6,139 MarketWise shares in Q2 2025, an estimated $60.6K.
  • Bank of New York Mellon first reported a position in MarketWise in Q2 2021 and held it in 16 quarters.
  • Bank of New York Mellon's MarketWise position peaked at $4.04M in Q2 2021.
  • 43 funds tracked by Wall St. Rank held MarketWise as of Q2 2025.

Based on Bank of New York Mellon's 13F filing for Q2 2025, filed 5 Aug 2025.