GWM
BNY

Gitterman Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Gitterman Wealth 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
Q1 		– Sell
-4,734
Closed -$364K – 139
2024
Q4 		$364K Sell
4,734
-65
-1% -$5.02K 0.15% 59
2024
Q3 		$345K Buy
+4,799
New +$316K 0.14% 46

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gitterman Wealth Management's BNY Position: Q1 2025 in Review

Gitterman Wealth Management sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 4,734 shares — an estimated $364K sold.

Gitterman Wealth Management first reported a position in BNY in Q3 2024 and held it in 2 quarters. The position peaked at $364K in Q4 2024. 1,502 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

  • Gitterman Wealth Management reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 4,734 Bank of New York Mellon shares in Q1 2025, an estimated $364K.
  • Gitterman Wealth Management first reported a position in Bank of New York Mellon in Q3 2024 and held it in 2 quarters.
  • Gitterman Wealth Management's Bank of New York Mellon position peaked at $364K in Q4 2024.
  • 1,502 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Gitterman Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.