DFS
BNY

Dixon Fnancial Services’s Bank of New York Mellon BNY Stock Holding History

Dixon Fnancial Services’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
Q2 		– Sell
-2,947
Closed -$247K – 41
2025
Q1 		$247K Hold
2,947
– – 0.13% 36
2024
Q4 		$226K Sell
2,947
-4
-0.1% -$309 0.12% 36
2024
Q3 		$212K Buy
+2,951
New +$194K 0.11% 37

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Dixon Fnancial Services's BNY Position: Q2 2025 in Review

Dixon Fnancial Services sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 2,947 shares — an estimated $247K sold.

Dixon Fnancial Services first reported a position in BNY in Q3 2024 and held it in 3 quarters. The position peaked at $247K in Q1 2025. 1,554 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Dixon Fnancial Services reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • Dixon Fnancial Services sold 2,947 Bank of New York Mellon shares in Q2 2025, an estimated $247K.
  • Dixon Fnancial Services first reported a position in Bank of New York Mellon in Q3 2024 and held it in 3 quarters.
  • Dixon Fnancial Services's Bank of New York Mellon position peaked at $247K in Q1 2025.
  • 1,554 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Dixon Fnancial Services's 13F filing for Q2 2025, filed 28 Jul 2025.