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

Geller 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
2024 Q4	$1.69M	Sell	21,935 -66	-0.3%	-$5.1K	0.11%	48
2024 Q3	$1.58M	Sell	22,001 -994	-4%	-$65.4K	0.11%	49
2024 Q2	$1.38M	Buy	22,995 +134	+0.6%	+$7.75K	0.1%	56
2024 Q1	$1.32M	Buy	22,861 +191	+0.8%	+$10.5K	0.11%	53
2023 Q4	$1.18M	Sell	22,670 -435	-2%	-$20K	0.11%	54
2023 Q3	$985K	Buy	23,105 +15,673	+211%	+$698K	0.11%	57
2023 Q2	$331K	Buy	+7,432	New	+$319K	0.04%	170
2022 Q2	–	Sell	-4,035	Closed	-$200K	–	137
2022 Q1	$200K	Buy	4,035 +213	+6%	+$12.1K	0.04%	169
2021 Q4	$222K	Buy	+3,822	New	+$220K	0.04%	161

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

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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geller Advisors's BNY Position: Q4 2024 in Review

Geller Advisors reduced its Bank of New York Mellon (BNY) stake by 0.3% in Q4 2024, selling an estimated $5.1K and leaving 21,935 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #48.

Geller Advisors first reported a position in BNY in Q4 2021 and has held it in 9 quarters since. 1,436 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

Geller Advisors held 21,935 shares of Bank of New York Mellon worth $1.69M as of Q4 2024.
Geller Advisors sold 66 Bank of New York Mellon shares in Q4 2024, an estimated $5.1K.
Bank of New York Mellon made up 0.11% of Geller Advisors's portfolio in Q4 2024, its #48 holding.
Geller Advisors first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 9 quarters since.
1,436 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.