CSWM
BNY

Cassady Schiller Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Cassady Schiller 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
2024
Q4 		$2.69K Buy
+35
New +$2.71K ﹤0.01% 524
2022
Q1 		– Sell
-22
Closed -$1K – 165
2021
Q4 		$1K Buy
+22
New +$1.26K ﹤0.01% 432

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cassady Schiller Wealth Management's BNY Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Bank of New York Mellon (BNY) in Q4 2024: 35 shares worth $2.69K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in BNY as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in BNY in Q4 2021 and has held it in 2 quarters since. 1,436 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

  • Cassady Schiller Wealth Management held 35 shares of Bank of New York Mellon worth $2.69K as of Q4 2024.
  • Bank of New York Mellon was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Bank of New York Mellon made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #524 holding.
  • Cassady Schiller Wealth Management first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 2 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.