Bordeaux Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Bordeaux Wealth Advisors’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	$208K	Buy	+2,282	New	+$194K	0.03%	152

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bordeaux Wealth Advisors's BNY Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in Bank of New York Mellon (BNY) in Q2 2025: 2,282 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings.

1,552 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

Bordeaux Wealth Advisors held 2,282 shares of Bank of New York Mellon worth $208K as of Q2 2025.
Bank of New York Mellon was a new Bordeaux Wealth Advisors position in Q2 2025.
Bank of New York Mellon made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #152 holding.
1,552 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.