FIM
BNY

Freedom Investment Management’s Bank of New York Mellon BNY Stock Holding History

Freedom Investment 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
Q3 		– Sell
-6,136
Closed -$559K – 211
2025
Q2 		$559K Sell
6,136
-763
-11% -$64.8K 0.04% 411
2025
Q1 		$579K Buy
6,899
+2,137
+45% +$180K 0.05% 386
2024
Q4 		$366K Sell
4,762
-147
-3% -$11.4K 0.03% 529
2024
Q3 		$353K Sell
4,909
-437
-8% -$28.7K 0.03% 546
2024
Q2 		$320K Sell
5,346
-2,645
-33% -$153K 0.03% 571
2024
Q1 		$460K Buy
+7,991
New +$440K 0.04% 460
2019
Q4 		– Sell
-27,843
Closed -$1.26M – 669
2019
Q3 		$1.26M Buy
27,843
+2,764
+11% +$123K 0.11% 181
2019
Q2 		$1.11M Buy
25,079
+1,032
+4% +$48.5K 0.09% 200
2019
Q1 		$1.21M Buy
24,047
+4,576
+24% +$236K 0.1% 205
2018
Q4 		$917K Buy
19,471
+2,538
+15% +$123K 0.07% 281
2018
Q3 		$887K Sell
16,933
-10,903
-39% -$574K 0.06% 361
2018
Q2 		$1.5M Buy
27,836
+9,956
+56% +$549K 0.09% 232
2018
Q1 		$921K Buy
17,880
+237
+1% +$13.2K 0.05% 397
2017
Q4 		$950K Buy
17,643
+1,339
+8% +$71.3K 0.05% 384
2017
Q3 		$864K Buy
16,304
+2,094
+15% +$110K 0.05% 386
2017
Q2 		$725K Sell
14,210
-21,991
-61% -$1.05M 0.04% 426
2017
Q1 		$1.71M Buy
36,201
+3,341
+10% +$156K 0.1% 144
2016
Q4 		$1.56M Buy
32,860
+997
+3% +$45K 0.1% 146
2016
Q3 		$1.27M Sell
31,863
-1,557
-5% -$62.2K 0.08% 182
2016
Q2 		$1.3M Buy
33,420
+2,990
+10% +$119K 0.09% 157
2016
Q1 		$1.12M Buy
30,430
+9,628
+46% +$349K 0.08% 184
2015
Q4 		$857K Buy
20,802
+16,466
+380% +$692K 0.07% 250
2015
Q3 		$279K Sell
4,336
-995
-19% -$41.4K 0.03% 499
2015
Q2 		$224K Buy
+5,331
New +$227K 0.02% 601

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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Freedom Investment Management's BNY Position: Q3 2025 in Review

Freedom Investment Management sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 6,136 shares — an estimated $559K sold.

Freedom Investment Management first reported a position in BNY in Q2 2015 and held it in 24 quarters. The position peaked at $1.71M in Q1 2017. 1,644 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Freedom Investment Management reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 6,136 Bank of New York Mellon shares in Q3 2025, an estimated $559K.
  • Freedom Investment Management first reported a position in Bank of New York Mellon in Q2 2015 and held it in 24 quarters.
  • Freedom Investment Management's Bank of New York Mellon position peaked at $1.71M in Q1 2017.
  • 1,644 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.