Bank of New York Mellon
NVEE

Bank of New York Mellon’s NV5 Global NVEE Stock Holding History

Bank of New York Mellon’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,307,879
Closed -$53.3M – 4232
2025
Q2 		$53.3M Buy
2,307,879
+394,648
+21% +$7.9M 0.01% 960
2025
Q1 		$36.9M Buy
1,913,231
+402,506
+27% +$7.37M 0.01% 1144
2024
Q4 		$28.5M Buy
1,510,725
+1,149,493
+318% +$25.2M 0.01% 1359
2024
Q3 		$8.44M Sell
361,232
-63,280
-15% -$1.5M ﹤0.01% 2018
2024
Q2 		$9.87M Buy
424,512
+20,420
+5% +$477K ﹤0.01% 1961
2024
Q1 		$9.9M Sell
404,092
-23,124
-5% -$600K ﹤0.01% 1958
2023
Q4 		$11.9M Sell
427,216
-3,512
-0.8% -$89.2K ﹤0.01% 1891
2023
Q3 		$10.4M Sell
430,728
-9,096
-2% -$234K ﹤0.01% 1923
2023
Q2 		$12.2M Sell
439,824
-15,268
-3% -$375K ﹤0.01% 1834
2023
Q1 		$11.8M Sell
455,092
-14,964
-3% -$449K ﹤0.01% 1843
2022
Q4 		$15.5M Sell
470,056
-10,920
-2% -$380K ﹤0.01% 1682
2022
Q3 		$14.9M Buy
480,976
+29,512
+7% +$964K ﹤0.01% 1669
2022
Q2 		$13.2M Buy
451,464
+1,376
+0.3% +$41.3K ﹤0.01% 1781
2022
Q1 		$15M Buy
450,088
+940
+0.2% +$27.6K ﹤0.01% 1844
2021
Q4 		$15.5M Buy
449,148
+244,080
+119% +$7.03M ﹤0.01% 1869
2021
Q3 		$5.05M Buy
205,068
+17,608
+9% +$434K ﹤0.01% 2480
2021
Q2 		$4.43M Buy
187,460
+25,324
+16% +$576K ﹤0.01% 2552
2021
Q1 		$3.91M Sell
162,136
-1,140
-0.7% -$27.2K ﹤0.01% 2560
2020
Q4 		$3.21M Sell
163,276
-5,172
-3% -$87K ﹤0.01% 2572
2020
Q3 		$2.22M Sell
168,448
-7,184
-4% -$95.8K ﹤0.01% 2607
2020
Q2 		$2.23M Buy
175,632
+1,132
+0.6% +$12.7K ﹤0.01% 2620
2020
Q1 		$1.8M Sell
174,500
-2,576
-1% -$34.4K ﹤0.01% 2604
2019
Q4 		$2.23M Buy
177,076
+18,824
+12% +$274K ﹤0.01% 2763
2019
Q3 		$2.7M Sell
158,252
-2,784
-2% -$50.6K ﹤0.01% 2583
2019
Q2 		$3.28M Sell
161,036
-152,672
-49% -$2.72M ﹤0.01% 2543
2019
Q1 		$4.66M Buy
313,708
+159,964
+104% +$2.75M ﹤0.01% 2364
2018
Q4 		$2.33M Buy
153,744
+26,524
+21% +$492K ﹤0.01% 2654
2018
Q3 		$2.76M Buy
127,220
+6,840
+6% +$141K ﹤0.01% 2684
2018
Q2 		$2.08M Sell
120,380
-7,064
-6% -$110K ﹤0.01% 2823
2018
Q1 		$1.78M Sell
127,444
-67,200
-35% -$829K ﹤0.01% 2872
2017
Q4 		$2.63M Sell
194,644
-6,488
-3% -$88.1K ﹤0.01% 2688
2017
Q3 		$2.75M Buy
201,132
+79,708
+66% +$902K ﹤0.01% 2649
2017
Q2 		$1.29M Buy
121,424
+17,360
+17% +$168K ﹤0.01% 3098
2017
Q1 		$978K Buy
104,064
+4,436
+4% +$41.8K ﹤0.01% 3252
2016
Q4 		$831K Buy
99,628
+5,444
+6% +$44.6K ﹤0.01% 3359
2016
Q3 		$760K Sell
94,184
-14,824
-14% -$117K ﹤0.01% 3321
2016
Q2 		$775K Buy
109,008
+44,508
+69% +$300K ﹤0.01% 3309
2016
Q1 		$433K Buy
64,500
+664
+1% +$3.42K ﹤0.01% 3495
2015
Q4 		$351K Hold
63,836
– – ﹤0.01% 3661
2015
Q3 		$296K Buy
63,836
+6,932
+12% +$39.5K ﹤0.01% 3779
2015
Q2 		$345K Buy
+56,904
New +$299K ﹤0.01% 3744

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of New York Mellon's NVEE Position: Q3 2025 in Review

Bank of New York Mellon sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 2,307,879 shares — an estimated $53.3M sold.

Bank of New York Mellon first reported a position in NVEE in Q2 2015 and held it in 41 quarters. The position peaked at $53.3M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Bank of New York Mellon reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 2,307,879 NV5 Global shares in Q3 2025, an estimated $53.3M.
  • Bank of New York Mellon first reported a position in NV5 Global in Q2 2015 and held it in 41 quarters.
  • Bank of New York Mellon's NV5 Global position peaked at $53.3M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Bank of New York Mellon's 13F filing for Q3 2025, filed 3 Nov 2025.