CAM
BNY

Creekmur Asset Management’s Bank of New York Mellon BNY Stock Holding History

Creekmur Asset 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
Q3 		$50.9K Hold
467
– – 0.01% 336
2025
Q2 		$42.5K Hold
467
– – 0.01% 362
2025
Q1 		$39.2K Buy
467
+217
+87% +$18.2K 0.01% 339
2024
Q4 		$19.2K Hold
250
– – ﹤0.01% 345
2024
Q3 		$18K Hold
250
– – ﹤0.01% 360
2024
Q2 		$15K Sell
250
-20
-7% -$1.16K ﹤0.01% 435
2024
Q1 		$15.6K Buy
270
+20
+8% +$1.1K 0.01% 414
2023
Q4 		$13K Buy
+250
New +$11.5K ﹤0.01% 496

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
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 $3.37T AUM 44.26% 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

Creekmur Asset Management's BNY Position: Q3 2025 in Review

Creekmur Asset Management held its Bank of New York Mellon (BNY) position steady in Q3 2025 at 467 shares worth $50.9K. The position accounts for 0.01% of the portfolio, ranked #336.

Creekmur Asset Management first reported a position in BNY in Q4 2023 and has held it in 8 quarters since. 1,644 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Creekmur Asset Management held 467 shares of Bank of New York Mellon worth $50.9K as of Q3 2025.
  • Creekmur Asset Management left its Bank of New York Mellon share count unchanged in Q3 2025.
  • Bank of New York Mellon made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #336 holding.
  • Creekmur Asset Management first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 8 quarters since.
  • 1,644 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.