FTF
BNY

Freedom Together Foundation’s Bank of New York Mellon BNY Stock Holding History

Freedom Together Foundation’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
Q2 		– Sell
-6,680
Closed -$560K – 8
2025
Q1 		$560K Hold
6,680
– – 0.07% 19
2024
Q4 		$513K Sell
6,680
-25,000
-79% -$1.93M 0.06% 19
2024
Q3 		$2.28M Sell
31,680
-48,000
-60% -$3.16M 0.24% 19
2024
Q2 		$4.77M Sell
79,680
-17,000
-18% -$984K 0.51% 19
2024
Q1 		$5.57M Hold
96,680
– – 0.61% 18
2023
Q4 		$5.03M Buy
+96,680
New +$4.45M 0.54% 18

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Freedom Together Foundation's BNY Position: Q2 2025 in Review

Freedom Together Foundation sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 6,680 shares — an estimated $560K sold.

Freedom Together Foundation first reported a position in BNY in Q4 2023 and held it in 6 quarters. The position peaked at $5.57M in Q1 2024. 1,553 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Freedom Together Foundation reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • Freedom Together Foundation sold 6,680 Bank of New York Mellon shares in Q2 2025, an estimated $560K.
  • Freedom Together Foundation first reported a position in Bank of New York Mellon in Q4 2023 and held it in 6 quarters.
  • Freedom Together Foundation's Bank of New York Mellon position peaked at $5.57M in Q1 2024.
  • 1,553 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Freedom Together Foundation's 13F filing for Q2 2025, filed 13 Aug 2025.