Garde Capital’s Bank of New York Mellon BNY Stock Holding History

Garde Capital’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	-757	Closed	-$69K	–	317
2025 Q2	$69K	Hold	757	–	–	﹤0.01%	320
2025 Q1	$63.5K	Buy	+757	New	+$63.6K	﹤0.01%	319

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Garde Capital's BNY Position: Q3 2025 in Review

Garde Capital sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 757 shares — an estimated $69K sold.

Garde Capital first reported a position in BNY in Q1 2025 and held it in 2 quarters. The position peaked at $69K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

Garde Capital reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 757 Bank of New York Mellon shares in Q3 2025, an estimated $69K.
Garde Capital first reported a position in Bank of New York Mellon in Q1 2025 and held it in 2 quarters.
Garde Capital's Bank of New York Mellon position peaked at $69K in Q2 2025.
1,646 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.