CIM
BNY

Cambria Investment Management’s Bank of New York Mellon BNY Stock Holding History

Cambria Investment 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
-4,095
Closed -$343K – 450
2025
Q1 		$343K Hold
4,095
– – 0.02% 295
2024
Q4 		$315K Buy
+4,095
New +$317K 0.02% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $59.9B AUM 27.01% 1-Year Est. Return

Cambria Investment Management's BNY Position: Q2 2025 in Review

Cambria Investment Management sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 4,095 shares — an estimated $343K sold.

Cambria Investment Management first reported a position in BNY in Q4 2024 and held it in 2 quarters. The position peaked at $343K in Q1 2025. 1,554 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Cambria Investment Management reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • Cambria Investment Management sold 4,095 Bank of New York Mellon shares in Q2 2025, an estimated $343K.
  • Cambria Investment Management first reported a position in Bank of New York Mellon in Q4 2024 and held it in 2 quarters.
  • Cambria Investment Management's Bank of New York Mellon position peaked at $343K in Q1 2025.
  • 1,554 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Cambria Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.