FCI
BNY

Financial Counselors Inc’s Bank of New York Mellon BNY Stock Holding History

Financial Counselors Inc’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
-4,173
Closed -$350K – 64
2025
Q1 		$350K Sell
4,173
-87
-2% -$7.31K 0.01% 472
2024
Q4 		$327K Buy
4,260
+184
+5% +$14.2K ﹤0.01% 483
2024
Q3 		$293K Buy
+4,076
New +$268K ﹤0.01% 513
2020
Q3 		– Sell
-5,986
Closed -$231K – 504
2020
Q2 		$231K Buy
+5,986
New +$219K 0.01% 456
2020
Q1 		– Sell
-5,158
Closed -$260K – 485
2019
Q4 		$260K Buy
5,158
+321
+7% +$15.3K 0.01% 458
2019
Q3 		$219K Buy
+4,837
New +$215K 0.01% 491
2019
Q2 		– Sell
-4,867
Closed -$245K – 528
2019
Q1 		$245K Sell
4,867
-335
-6% -$17.3K 0.01% 446
2018
Q4 		$245K Buy
+5,202
New +$253K 0.01% 400
2016
Q1 		– Sell
-4,903
Closed -$202K – 444
2015
Q4 		$202K Buy
+4,903
New +$206K 0.01% 416
2015
Q3 		– Sell
-5,247
Closed -$220K – 447
2015
Q2 		$220K Buy
5,247
+256
+5% +$10.9K 0.01% 409
2015
Q1 		$201K Hold
4,991
– – 0.01% 426
2014
Q4 		$202K Sell
4,991
-320
-6% -$12.5K 0.01% 413
2014
Q3 		$206K Buy
+5,311
New +$206K 0.01% 405

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

Financial Counselors Inc's BNY Position: Q2 2025 in Review

Financial Counselors Inc sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 4,173 shares — an estimated $350K sold.

Financial Counselors Inc first reported a position in BNY in Q3 2014 and held it in 13 quarters. The position peaked at $350K in Q1 2025. 1,555 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Financial Counselors Inc reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 4,173 Bank of New York Mellon shares in Q2 2025, an estimated $350K.
  • Financial Counselors Inc first reported a position in Bank of New York Mellon in Q3 2014 and held it in 13 quarters.
  • Financial Counselors Inc's Bank of New York Mellon position peaked at $350K in Q1 2025.
  • 1,555 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.