FSC Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

FSC Wealth Advisors’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	-543	Closed	-$45.5K	–	91
2025 Q1	$45.5K	Hold	543	–	–	0.03%	118
2024 Q4	$41.7K	Hold	543	–	–	0.03%	125
2024 Q3	$39K	Hold	543	–	–	0.03%	126
2024 Q2	$32.5K	Hold	543	–	–	0.02%	128
2024 Q1	$31.3K	Hold	543	–	–	0.02%	131
2023 Q4	$28.3K	Hold	543	–	–	0.02%	134
2023 Q3	$23.2K	Hold	543	–	–	0.02%	120
2023 Q2	$24.2K	Hold	543	–	–	0.02%	105
2023 Q1	$24.7K	Hold	543	–	–	0.04%	83
2022 Q4	$24.7K	Hold	543	–	–	0.04%	76
2022 Q3	$21K	Hold	543	–	–	0.2%	75
2022 Q2	$23K	Hold	543	–	–	0.2%	75
2022 Q1	$27K	Hold	543	–	–	0.03%	85
2021 Q4	$32K	Buy	+543	New	+$31.2K	0.02%	91

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

FSC Wealth Advisors's BNY Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 543 shares — an estimated $45.5K sold.

FSC Wealth Advisors first reported a position in BNY in Q4 2021 and held it in 14 quarters. The position peaked at $45.5K in Q1 2025. 1,551 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

FSC Wealth Advisors reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 543 Bank of New York Mellon shares in Q2 2025, an estimated $45.5K.
FSC Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's Bank of New York Mellon position peaked at $45.5K in Q1 2025.
1,551 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.