FIG Financial Advisory Services’s Bank of New York Mellon BNY Stock Holding History

FIG Financial Advisory 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 Q1	–	Sell	-13,620	Closed	-$1.05M	–	67
2024 Q4	$1.05M	Buy	+13,620	New	+$1.05M	0.71%	39

Other funds holding BNY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

FIG Financial Advisory Services's BNY Position: Q1 2025 in Review

FIG Financial Advisory Services sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 13,620 shares — an estimated $1.05M sold.

FIG Financial Advisory Services first reported a position in BNY in Q4 2024 and held it in 1 quarter. The position peaked at $1.05M in Q4 2024. 1,503 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

FIG Financial Advisory Services reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 13,620 Bank of New York Mellon shares in Q1 2025, an estimated $1.05M.
FIG Financial Advisory Services first reported a position in Bank of New York Mellon in Q4 2024 and held it in 1 quarter.
FIG Financial Advisory Services's Bank of New York Mellon position peaked at $1.05M in Q4 2024.
1,503 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on FIG Financial Advisory Services's 13F filing for Q1 2025, filed 10 Aug 2026.