FW
BNY

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

Fairway Wealth’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
-195
Closed -$16.4K – 185
2025
Q1 		$16.4K Hold
195
– – 0.01% 136
2024
Q4 		$15K Buy
+195
New +$15.1K 0.01% 158
2024
Q3 		– Sell
-64
Closed -$3.83K – 137
2024
Q2 		$3.83K Buy
+64
New +$3.7K ﹤0.01% 244

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 $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fairway Wealth's BNY Position: Q2 2025 in Review

Fairway Wealth sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 195 shares — an estimated $16.4K sold.

Fairway Wealth first reported a position in BNY in Q2 2024 and held it in 3 quarters. The position peaked at $16.4K in Q1 2025. 1,555 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Fairway Wealth reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • Fairway Wealth sold 195 Bank of New York Mellon shares in Q2 2025, an estimated $16.4K.
  • Fairway Wealth first reported a position in Bank of New York Mellon in Q2 2024 and held it in 3 quarters.
  • Fairway Wealth's Bank of New York Mellon position peaked at $16.4K in Q1 2025.
  • 1,555 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Fairway Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.