Bank of New York Mellon
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Bank of New York Mellon’s Smith Douglas Homes SDHC Stock Holding History

Bank of New York Mellon’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,968
Closed -$229K – 4275
2025
Q3 		$229K Sell
12,968
-216
-2% -$4.22K ﹤0.01% 3964
2025
Q2 		$256K Buy
13,184
+593
+5% +$11.2K ﹤0.01% 3879
2025
Q1 		$246K Sell
12,591
-200
-2% -$4.5K ﹤0.01% 3789
2024
Q4 		$328K Buy
+12,791
New +$425K ﹤0.01% 3735

Other funds holding SDHC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Bank of New York Mellon's SDHC Position: Q4 2025 in Review

Bank of New York Mellon sold out of Smith Douglas Homes (SDHC) in Q4 2025, closing a stake of 12,968 shares — an estimated $229K sold.

Bank of New York Mellon first reported a position in SDHC in Q4 2024 and held it in 4 quarters. The position peaked at $328K in Q4 2024. 46 funds tracked by Wall St. Rank hold SDHC as of Q4 2025.

  • Bank of New York Mellon reported no remaining Smith Douglas Homes position as of Q4 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 12,968 Smith Douglas Homes shares in Q4 2025, an estimated $229K.
  • Bank of New York Mellon first reported a position in Smith Douglas Homes in Q4 2024 and held it in 4 quarters.
  • Bank of New York Mellon's Smith Douglas Homes position peaked at $328K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q4 2025.

Based on Bank of New York Mellon's 13F filing for Q4 2025, filed 10 Feb 2026.