BFG
BNY

Baron Financial Group’s Bank of New York Mellon BNY Stock Holding History

Baron Financial Group’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
2022
Q3 		– Sell
-208
Closed -$8.68K – 70
2022
Q2 		$8.68K Hold
208
– – 0.01% 157
2022
Q1 		$10.3K Hold
208
– – 0.01% 161
2021
Q4 		$12.1K Hold
208
– – 0.01% 161
2021
Q3 		$10.8K Sell
208
-50
-19% -$2.6K 0.01% 165
2021
Q2 		$13.2K Hold
258
– – 0.01% 161
2021
Q1 		$12.2K Hold
258
– – 0.01% 163
2020
Q4 		$10.9K Hold
258
– – 0.01% 167
2020
Q3 		$8.86K Buy
+258
New +$9.39K 0.01% 182

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baron Financial Group's BNY Position: Q3 2022 in Review

Baron Financial Group sold out of Bank of New York Mellon (BNY) in Q3 2022, closing a stake of 208 shares — an estimated $8.68K sold.

Baron Financial Group first reported a position in BNY in Q3 2020 and held it in 8 quarters. The position peaked at $13.2K in Q2 2021. 1,030 funds tracked by Wall St. Rank hold BNY as of Q3 2022.

  • Baron Financial Group reported no remaining Bank of New York Mellon position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 208 Bank of New York Mellon shares in Q3 2022, an estimated $8.68K.
  • Baron Financial Group first reported a position in Bank of New York Mellon in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Bank of New York Mellon position peaked at $13.2K in Q2 2021.
  • 1,030 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.