FP
BNY

Foundry Partners’s Bank of New York Mellon BNY Stock Holding History

Foundry Partners’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 		$30.3M Sell
360,999
-20,778
-5% -$1.75M 1.6% 6
2024
Q4 		$29.3M Sell
381,777
-3,305
-0.9% -$255K 1.47% 9
2024
Q3 		$27.7M Sell
385,082
-1,947
-0.5% -$128K 1.37% 13
2024
Q2 		$23.2M Buy
387,029
+46,896
+14% +$2.71M 1.24% 15
2024
Q1 		$19.6M Buy
340,133
+10,942
+3% +$602K 1.05% 22
2023
Q4 		$17.1M Buy
329,191
+8,158
+3% +$376K 1.03% 23
2023
Q3 		$13.7M Sell
321,033
-1,937
-0.6% -$86.3K 0.85% 32
2023
Q2 		$14.4M Sell
322,970
-1,623
-0.5% -$69.6K 0.88% 35
2023
Q1 		$14.7M Sell
324,593
-11,940
-4% -$579K 0.93% 32
2022
Q4 		$15.3M Sell
336,533
-4,587
-1% -$197K 0.84% 41
2022
Q3 		$13.1M Buy
341,120
+2,725
+0.8% +$116K 0.83% 41
2022
Q2 		$14.1M Sell
338,395
-8,100
-2% -$361K 0.85% 41
2022
Q1 		$17.2M Sell
346,495
-7,675
-2% -$436K 0.88% 41
2021
Q4 		$20.6M Sell
354,170
-6,350
-2% -$365K 0.73% 42
2021
Q3 		$18.7M Sell
360,520
-204,345
-36% -$10.6M 0.67% 42
2021
Q2 		$28.9M Buy
564,865
+44,585
+9% +$2.23M 0.99% 10
2021
Q1 		$24.6M Sell
520,280
-67,445
-11% -$2.97M 0.81% 20
2020
Q4 		$24.9M Buy
587,725
+161,874
+38% +$6.22M 0.98% 9
2020
Q3 		$14.6M Sell
425,851
-2,875
-0.7% -$105K 0.71% 37
2020
Q2 		$16.6M Buy
+428,726
New +$15.7M 0.81% 25

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Foundry Partners's BNY Position: Q1 2025 in Review

Foundry Partners reduced its Bank of New York Mellon (BNY) stake by 5.4% in Q1 2025, selling an estimated $1.75M and leaving 360,999 shares worth $30.3M. The position accounts for 1.6% of the portfolio, ranked #6.

Foundry Partners first reported a position in BNY in Q2 2020 and has held it in 20 quarters since. 1,501 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

  • Foundry Partners held 360,999 shares of Bank of New York Mellon worth $30.3M as of Q1 2025.
  • Foundry Partners sold 20,778 Bank of New York Mellon shares in Q1 2025, an estimated $1.75M.
  • Bank of New York Mellon made up 1.6% of Foundry Partners's portfolio in Q1 2025, its #6 holding.
  • Foundry Partners first reported a position in Bank of New York Mellon in Q2 2020 and has held it in 20 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.