Epacria Capital Partners’s Bank of New York Mellon BNY Stock Holding History

Epacria Capital Partners’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 Q1	–	Sell	-13,525	Closed	-$1.04M	–	42
2024 Q4	$1.04M	Sell	13,525 -34,625	-72%	-$2.68M	0.88%	23
2024 Q3	$3.46M	Hold	48,150	–	–	2.36%	15
2024 Q2	$2.88M	Hold	48,150	–	–	2.11%	16
2024 Q1	$2.77M	Hold	48,150	–	–	2.01%	14
2023 Q4	$2.51M	Hold	48,150	–	–	2.01%	14
2023 Q3	$2.05M	Hold	48,150	–	–	1.7%	16
2023 Q2	$2.14M	Sell	48,150 -9,000	-16%	-$386K	1.75%	16
2023 Q1	$2.6M	Hold	57,150	–	–	2.02%	13
2022 Q4	$2.6M	Buy	+57,150	New	+$2.45M	2.05%	11

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Epacria Capital Partners's BNY Position: Q1 2025 in Review

Epacria Capital Partners sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 13,525 shares — an estimated $1.04M sold.

Epacria Capital Partners first reported a position in BNY in Q4 2022 and held it in 9 quarters. The position peaked at $3.46M in Q3 2024. 1,502 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

Epacria Capital Partners reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
Epacria Capital Partners sold 13,525 Bank of New York Mellon shares in Q1 2025, an estimated $1.04M.
Epacria Capital Partners first reported a position in Bank of New York Mellon in Q4 2022 and held it in 9 quarters.
Epacria Capital Partners's Bank of New York Mellon position peaked at $3.46M in Q3 2024.
1,502 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Epacria Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.