CAWM
BNY

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

Capital A Wealth 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
-219
Closed -$18.3K – 468
2025
Q1 		$18.3K Buy
219
+17
+8% +$1.43K 0.02% 233
2024
Q4 		$15.5K Buy
+202
New +$15.6K 0.03% 266

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 $1.61T 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Capital A Wealth Management's BNY Position: Q2 2025 in Review

Capital A Wealth Management sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 219 shares — an estimated $18.3K sold.

Capital A Wealth Management first reported a position in BNY in Q4 2024 and held it in 2 quarters. The position peaked at $18.3K in Q1 2025. 1,554 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Capital A Wealth Management reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 219 Bank of New York Mellon shares in Q2 2025, an estimated $18.3K.
  • Capital A Wealth Management first reported a position in Bank of New York Mellon in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Bank of New York Mellon position peaked at $18.3K in Q1 2025.
  • 1,554 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.