Financial Gravity Asset Management’s Bank of New York Mellon BNY Stock Holding History

Financial Gravity Asset Management’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 Q4	–	Sell	-60	Closed	-$6.5K	–	783
2025 Q3	$6.5K	Buy	+60	New	+$6.12K	﹤0.01%	640
2019 Q4	$0	Sell	2 -267	-99%	-$12.7K	﹤0.01%	1399
2019 Q3	$12K	Buy	269 +32	+14%	+$1.43K	0.01%	564
2019 Q2	$10K	Sell	237 -560	-70%	-$26.3K	0.01%	590
2019 Q1	$41K	Buy	+797	New	+$41.1K	0.03%	354
2018 Q3	$6K	Buy	138 +39	+39%	+$2.05K	0.01%	672
2018 Q2	$5K	Sell	99 -1,168	-92%	-$64.4K	﹤0.01%	733
2018 Q1	$68K	Buy	+1,267	New	+$70.5K	0.07%	244

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Gravity Asset Management's BNY Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Bank of New York Mellon (BNY) in Q4 2025, closing a stake of 60 shares — an estimated $6.5K sold.

Financial Gravity Asset Management first reported a position in BNY in Q1 2018 and held it in 8 quarters. The position peaked at $68K in Q1 2018. 1,760 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

Financial Gravity Asset Management reported no remaining Bank of New York Mellon position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 60 Bank of New York Mellon shares in Q4 2025, an estimated $6.5K.
Financial Gravity Asset Management first reported a position in Bank of New York Mellon in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Bank of New York Mellon position peaked at $68K in Q1 2018.
1,760 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.