BFP
BNY

Briaud Financial Planning’s Bank of New York Mellon BNY Stock Holding History

Briaud Financial Planning’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
-208
Closed -$18K – 60
2025
Q2 		$18K Buy
+208
New +$17.7K 0.01% 184

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Briaud Financial Planning's BNY Position: Q3 2025 in Review

Briaud Financial Planning sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 208 shares — an estimated $18K sold.

Briaud Financial Planning first reported a position in BNY in Q2 2025 and held it in 1 quarter. The position peaked at $18K in Q2 2025. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Briaud Financial Planning reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 208 Bank of New York Mellon shares in Q3 2025, an estimated $18K.
  • Briaud Financial Planning first reported a position in Bank of New York Mellon in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Bank of New York Mellon position peaked at $18K in Q2 2025.
  • 1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.