BWM
BNY

Bernard Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Bernard Wealth Management’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
-33
Closed -$2.77K – 321
2025
Q1 		$2.77K Buy
+33
New +$2.77K ﹤0.01% 285

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

Bernard Wealth Management's BNY Position: Q2 2025 in Review

Bernard Wealth Management sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 33 shares — an estimated $2.77K sold.

Bernard Wealth Management first reported a position in BNY in Q1 2025 and held it in 1 quarter. The position peaked at $2.77K in Q1 2025. 1,552 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Bernard Wealth Management reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 33 Bank of New York Mellon shares in Q2 2025, an estimated $2.77K.
  • Bernard Wealth Management first reported a position in Bank of New York Mellon in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Bank of New York Mellon position peaked at $2.77K in Q1 2025.
  • 1,552 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.