CWM
BNY

Crowley Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Crowley Wealth 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
-1,082
Closed -$118K – 45
2025
Q3 		$118K Hold
1,082
– – 0.09% 103
2025
Q2 		$98.6K Hold
1,082
– – 0.09% 106
2025
Q1 		$90.7K Hold
1,082
– – 0.09% 105
2024
Q4 		$83.1K Buy
+1,082
New +$83.6K 0.07% 113

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

Crowley Wealth Management's BNY Position: Q4 2025 in Review

Crowley Wealth Management sold out of Bank of New York Mellon (BNY) in Q4 2025, closing a stake of 1,082 shares — an estimated $118K sold.

Crowley Wealth Management first reported a position in BNY in Q4 2024 and held it in 4 quarters. The position peaked at $118K in Q3 2025. 1,759 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

  • Crowley Wealth Management reported no remaining Bank of New York Mellon position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 1,082 Bank of New York Mellon shares in Q4 2025, an estimated $118K.
  • Crowley Wealth Management first reported a position in Bank of New York Mellon in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Bank of New York Mellon position peaked at $118K in Q3 2025.
  • 1,759 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.