CPA
BNY

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

Court Place 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
Q3 		$268K Hold
2,464
– – 0.08% 129
2025
Q2 		$224K Hold
2,464
– – 0.07% 138
2025
Q1 		$207K Buy
+2,464
New +$207K 0.07% 145

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Court Place Advisors's BNY Position: Q3 2025 in Review

Court Place Advisors held its Bank of New York Mellon (BNY) position steady in Q3 2025 at 2,464 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #129.

Court Place Advisors first reported a position in BNY in Q1 2025 and has held it in 3 quarters since. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Court Place Advisors held 2,464 shares of Bank of New York Mellon worth $268K as of Q3 2025.
  • Court Place Advisors left its Bank of New York Mellon share count unchanged in Q3 2025.
  • Bank of New York Mellon made up 0.08% of Court Place Advisors's portfolio in Q3 2025, its #129 holding.
  • Court Place Advisors first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 3 quarters since.
  • 1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.