Blume Capital Management’s Bank of New York Mellon BNY Stock Holding History

Blume Capital 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 Q3	–	Sell	-5	Closed	-$456	–	362
2025 Q2	$456	Buy	+5	New	+$425	﹤0.01%	384
2020 Q3	–	Sell	-1,500	Closed	-$58K	–	225
2020 Q2	$58K	Hold	1,500	–	–	0.03%	108
2020 Q1	$50K	Sell	1,500 -3,750	-71%	-$157K	0.03%	109
2019 Q4	$264K	Hold	5,250	–	–	0.13%	57
2019 Q3	$237K	Sell	5,250 -900	-15%	-$40.1K	0.12%	59
2019 Q2	$272K	Buy	6,150 +900	+17%	+$42.3K	0.14%	57
2019 Q1	$265K	Hold	5,250	–	–	0.14%	60
2018 Q4	$247K	Buy	5,250 +800	+18%	+$38.9K	0.14%	64
2018 Q3	$227K	Buy	4,450 +400	+10%	+$21K	0.12%	58
2018 Q2	$218K	Buy	4,050 +900	+29%	+$49.7K	0.12%	58
2018 Q1	$162K	Buy	+3,150	New	+$175K	0.09%	67
2016 Q1	–	Sell	-252	Closed	-$10K	–	240
2015 Q4	$10K	Hold	252	–	–	0.01%	184
2015 Q3	$10K	Buy	+252	New	+$10.5K	0.01%	179

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blume Capital Management's BNY Position: Q3 2025 in Review

Blume Capital Management sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 5 shares — an estimated $456 sold.

Blume Capital Management first reported a position in BNY in Q3 2015 and held it in 13 quarters. The position peaked at $272K in Q2 2019. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

Blume Capital Management reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
Blume Capital Management sold 5 Bank of New York Mellon shares in Q3 2025, an estimated $456.
Blume Capital Management first reported a position in Bank of New York Mellon in Q3 2015 and held it in 13 quarters.
Blume Capital Management's Bank of New York Mellon position peaked at $272K in Q2 2019.
1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Blume Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.