Centerpoint Advisors’s Bank of New York Mellon BNY Stock Holding History

Centerpoint Advisors’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	-11	Closed	-$1K	–	405
2025 Q3	$1K	Hold	11	–	–	﹤0.01%	416
2025 Q2	$1K	Buy	+11	New	+$934	﹤0.01%	359
2024 Q4	–	Sell	-28	Closed	-$2K	–	448
2024 Q3	$2K	Hold	28	–	–	﹤0.01%	430
2024 Q2	$2K	Hold	28	–	–	﹤0.01%	402
2024 Q1	$2K	Hold	28	–	–	﹤0.01%	388
2023 Q4	$1K	Hold	28	–	–	﹤0.01%	399
2023 Q3	$1K	Hold	28	–	–	﹤0.01%	471
2023 Q2	$1K	Hold	28	–	–	﹤0.01%	475
2023 Q1	$1K	Hold	28	–	–	﹤0.01%	470
2022 Q4	$1K	Hold	28	–	–	﹤0.01%	425
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	341
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	344
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	350
2021 Q4	$2K	Hold	28	–	–	﹤0.01%	326
2021 Q3	$1K	Hold	28	–	–	﹤0.01%	269
2021 Q2	$1K	Hold	28	–	–	﹤0.01%	268
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	245
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	231
2020 Q3	$1K	Buy	+28	New	+$1.02K	﹤0.01%	213
2019 Q3	–	Sell	-276	Closed	-$12K	–	269
2019 Q2	$12K	Hold	276	–	–	0.01%	149
2019 Q1	$14K	Buy	+276	New	+$14.2K	0.01%	142

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centerpoint Advisors's BNY Position: Q4 2025 in Review

Centerpoint Advisors sold out of Bank of New York Mellon (BNY) in Q4 2025, closing a stake of 11 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in BNY in Q1 2019 and held it in 21 quarters. The position peaked at $14K in Q1 2019. 1,758 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

Centerpoint Advisors reported no remaining Bank of New York Mellon position as of Q4 2025 after selling out during the quarter.
Centerpoint Advisors sold 11 Bank of New York Mellon shares in Q4 2025, an estimated $1K.
Centerpoint Advisors first reported a position in Bank of New York Mellon in Q1 2019 and held it in 21 quarters.
Centerpoint Advisors's Bank of New York Mellon position peaked at $14K in Q1 2019.
1,758 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Centerpoint Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.