CIM
BNY

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

Contravisory 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
Q4 		– Sell
-14
Closed -$1.52K – 370
2025
Q3 		$1.52K Hold
14
– – ﹤0.01% 355
2025
Q2 		$1.28K Hold
14
– – ﹤0.01% 361
2025
Q1 		$1.17K Hold
14
– – ﹤0.01% 363
2024
Q4 		$1.08K Buy
+14
New +$1.08K ﹤0.01% 370
2017
Q4 		– Sell
-61
Closed -$3K – 441
2017
Q3 		$3K Buy
+61
New +$3.2K ﹤0.01% 323
2017
Q2 		– Sell
-61
Closed -$3K – 152
2017
Q1 		$3K Hold
61
– – ﹤0.01% 240
2016
Q4 		$3K Hold
61
– – ﹤0.01% 228
2016
Q3 		$2K Buy
+61
New +$2.44K ﹤0.01% 248
2016
Q2 		– Sell
-183,163
Closed -$6.75M – 208
2016
Q1 		$6.75M Sell
183,163
-28,982
-14% -$1.05M 1.97% 29
2015
Q4 		$8.74M Sell
212,145
-37,547
-15% -$1.58M 2.33% 15
2015
Q3 		$9.78M Buy
249,692
+717
+0.3% +$29.8K 2.3% 18
2015
Q2 		$10.4M Sell
248,975
-13,525
-5% -$576K 2.27% 21
2015
Q1 		$10.6M Buy
262,500
+2,152
+0.8% +$83.8K 2.12% 30
2014
Q4 		$10.6M Buy
260,348
+251,373
+2,801% +$9.84M 2.13% 33
2014
Q3 		$348K Sell
8,975
-7,235
-45% -$281K 0.07% 45
2014
Q2 		$608K Sell
16,210
-405
-2% -$14K 0.12% 42
2014
Q1 		$586K Sell
16,615
-1,345
-7% -$44.4K 0.12% 43
2013
Q4 		$628K Buy
17,960
+880
+5% +$28.7K 0.12% 44
2013
Q3 		$516K Sell
17,080
-895
-5% -$27.5K 0.11% 42
2013
Q2 		$504K Buy
+17,975
New +$516K 0.11% 45

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Contravisory Investment Management's BNY Position: Q4 2025 in Review

Contravisory Investment Management sold out of Bank of New York Mellon (BNY) in Q4 2025, closing a stake of 14 shares — an estimated $1.52K sold.

Contravisory Investment Management first reported a position in BNY in Q2 2013 and held it in 20 quarters. The position peaked at $10.6M in Q1 2015. 1,758 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

  • Contravisory Investment Management reported no remaining Bank of New York Mellon position as of Q4 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 14 Bank of New York Mellon shares in Q4 2025, an estimated $1.52K.
  • Contravisory Investment Management first reported a position in Bank of New York Mellon in Q2 2013 and held it in 20 quarters.
  • Contravisory Investment Management's Bank of New York Mellon position peaked at $10.6M in Q1 2015.
  • 1,758 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Contravisory Investment Management's 13F filing for Q4 2025, filed 12 Jan 2026.