BMC
BNY

Bear Mountain Capital’s Bank of New York Mellon BNY Stock Holding History

Bear Mountain Capital’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
2025
Q2 		– Sell
-8
Closed -$652 – 195
2025
Q1 		$652 Buy
+8
New +$672 ﹤0.01% 212

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bear Mountain Capital's BNY Position: Q2 2025 in Review

Bear Mountain Capital sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 8 shares — an estimated $652 sold.

Bear Mountain Capital first reported a position in BNY in Q1 2025 and held it in 1 quarter. The position peaked at $652 in Q1 2025. 1,552 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Bear Mountain Capital reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • Bear Mountain Capital sold 8 Bank of New York Mellon shares in Q2 2025, an estimated $652.
  • Bear Mountain Capital first reported a position in Bank of New York Mellon in Q1 2025 and held it in 1 quarter.
  • Bear Mountain Capital's Bank of New York Mellon position peaked at $652 in Q1 2025.
  • 1,552 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Bear Mountain Capital's 13F filing for Q2 2025, filed 23 Jul 2025.