BIG
BNY

Brookwood Investment Group’s Bank of New York Mellon BNY Stock Holding History

Brookwood Investment Group’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
Q4 		– Sell
-4,629
Closed -$504K – 515
2025
Q3 		$504K Buy
+4,629
New +$472K 0.07% 259
2025
Q2 		– Sell
-3,653
Closed -$306K – 457
2025
Q1 		$306K Buy
+3,653
New +$307K 0.05% 315

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brookwood Investment Group's BNY Position: Q4 2025 in Review

Brookwood Investment Group sold out of Bank of New York Mellon (BNY) in Q4 2025, closing a stake of 4,629 shares — an estimated $504K sold.

Brookwood Investment Group first reported a position in BNY in Q1 2025 and held it in 2 quarters. The position peaked at $504K in Q3 2025. 1,758 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

  • Brookwood Investment Group reported no remaining Bank of New York Mellon position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 4,629 Bank of New York Mellon shares in Q4 2025, an estimated $504K.
  • Brookwood Investment Group first reported a position in Bank of New York Mellon in Q1 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Bank of New York Mellon position peaked at $504K in Q3 2025.
  • 1,758 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.