Conquis Financial’s Bank of New York Mellon BNY Stock Holding History

Conquis Financial’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 Q1	–	Sell	-59	Closed	-$4.53K	–	84
2024 Q4	$4.53K	Buy	+59	New	+$4.56K	﹤0.01%	122

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Conquis Financial's BNY Position: Q1 2025 in Review

Conquis Financial sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 59 shares — an estimated $4.53K sold.

Conquis Financial first reported a position in BNY in Q4 2024 and held it in 1 quarter. The position peaked at $4.53K in Q4 2024. 1,503 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

Conquis Financial reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
Conquis Financial sold 59 Bank of New York Mellon shares in Q1 2025, an estimated $4.53K.
Conquis Financial first reported a position in Bank of New York Mellon in Q4 2024 and held it in 1 quarter.
Conquis Financial's Bank of New York Mellon position peaked at $4.53K in Q4 2024.
1,503 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Conquis Financial's 13F filing for Q1 2025, filed 9 May 2025.