FWM
BNY

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

Forefront Wealth 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 		$255K Sell
2,195
-33
-1% -$3.65K 0.18% 55
2025
Q3 		$243K Buy
2,228
+20
+0.9% +$2.04K 0.18% 57
2025
Q2 		$201K Buy
+2,208
New +$187K 0.16% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forefront Wealth Management's BNY Position: Q4 2025 in Review

Forefront Wealth Management reduced its Bank of New York Mellon (BNY) stake by 1.5% in Q4 2025, selling an estimated $3.65K and leaving 2,195 shares worth $255K. The position accounts for 0.18% of the portfolio, ranked #55.

Forefront Wealth Management first reported a position in BNY in Q2 2025 and has held it in 3 quarters since. 1,759 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

  • Forefront Wealth Management held 2,195 shares of Bank of New York Mellon worth $255K as of Q4 2025.
  • Forefront Wealth Management sold 33 Bank of New York Mellon shares in Q4 2025, an estimated $3.65K.
  • Bank of New York Mellon made up 0.18% of Forefront Wealth Management's portfolio in Q4 2025, its #55 holding.
  • Forefront Wealth Management first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 3 quarters since.
  • 1,759 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.