First Personal Financial Services’s Bank of New York Mellon BNY Stock Holding History

First Personal Financial 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
2024 Q3	$10.8K	Hold	150	–	–	﹤0.01%	302
2024 Q2	$8.98K	Hold	150	–	–	﹤0.01%	284
2024 Q1	$8.64K	Hold	150	–	–	﹤0.01%	290
2023 Q4	$7.81K	Hold	150	–	–	﹤0.01%	315
2023 Q3	$6.4K	Buy	+150	New	+$6.68K	﹤0.01%	331
2020 Q1	–	Sell	-45	Closed	-$2K	–	322
2019 Q4	$2K	Sell	45 -892	-95%	-$42.6K	﹤0.01%	355
2019 Q3	$42K	Buy	937 +45	+5%	+$2K	0.01%	258
2019 Q2	$39K	Hold	892	–	–	0.01%	311
2019 Q1	$45K	Hold	892	–	–	0.01%	291
2018 Q4	$42K	Buy	892 +14	+2%	+$680	0.01%	279
2018 Q3	$45K	Sell	878 -2,377	-73%	-$125K	0.01%	301
2018 Q2	$176K	Sell	3,255 -13,624	-81%	-$752K	0.06%	169
2018 Q1	$870K	Sell	16,879 -2,127	-11%	-$118K	0.19%	106
2017 Q4	$1.02M	Buy	19,006 +366	+2%	+$19.5K	0.2%	105
2017 Q3	$988K	Hold	18,640	–	–	0.21%	99
2017 Q2	$951K	Hold	18,640	–	–	0.21%	102
2017 Q1	$880K	Hold	18,640	–	–	0.21%	97
2016 Q4	$883K	Hold	18,640	–	–	0.23%	90
2016 Q3	$743K	Sell	18,640 -120	-0.6%	-$4.79K	0.22%	97
2016 Q2	$729K	Buy	18,760 +15,232	+432%	+$606K	0.25%	88
2016 Q1	$130K	Buy	3,528 +758	+27%	+$27.5K	0.06%	136
2015 Q4	$114K	Buy	2,770 +2,528	+1,045%	+$106K	0.06%	134
2015 Q3	$10K	Hold	242	–	–	0.01%	283
2015 Q2	$11K	Hold	242	–	–	0.01%	273
2015 Q1	$10K	Hold	242	–	–	0.01%	273
2014 Q4	$9K	Buy	+242	New	+$9.47K	0.01%	261

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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Personal Financial Services's BNY Position: Q3 2024 in Review

First Personal Financial Services held its Bank of New York Mellon (BNY) position steady in Q3 2024 at 150 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

First Personal Financial Services first reported a position in BNY in Q4 2014 and has held it in 26 quarters since. The position peaked at $1.02M in Q4 2017. 1,287 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

First Personal Financial Services held 150 shares of Bank of New York Mellon worth $10.8K as of Q3 2024.
First Personal Financial Services left its Bank of New York Mellon share count unchanged in Q3 2024.
Bank of New York Mellon made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #302 holding.
First Personal Financial Services first reported a position in Bank of New York Mellon in Q4 2014 and has held it in 26 quarters since.
First Personal Financial Services's Bank of New York Mellon position peaked at $1.02M in Q4 2017.
1,287 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.