GWSG
BNY

GPS Wealth Strategies Group’s Bank of New York Mellon BNY Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$15.1K Sell
130
-1,677
-93% -$186K 0.01% 344
2025
Q3 		$197K Buy
1,807
+200
+12% +$20.4K 0.02% 347
2025
Q2 		$146K Buy
1,607
+13
+0.8% +$1.1K 0.02% 379
2025
Q1 		$134K Sell
1,594
-50
-3% -$4.2K 0.02% 390
2024
Q4 		$126K Sell
1,644
-100
-6% -$7.73K 0.02% 380
2024
Q3 		$125K Buy
1,744
+100
+6% +$6.58K 0.02% 390
2024
Q2 		$98.5K Sell
1,644
-275
-14% -$15.9K 0.01% 396
2024
Q1 		$111K Sell
1,919
-170
-8% -$9.36K 0.02% 359
2023
Q4 		$109K Sell
2,089
-1,150
-36% -$53K 0.02% 347
2023
Q3 		$138K Sell
3,239
-400
-11% -$17.8K 0.03% 294
2023
Q2 		$162K Buy
3,639
+350
+11% +$15K 0.03% 265
2023
Q1 		$149K Buy
+3,289
New +$159K 0.03% 274
2022
Q4 		– Sell
-2,154
Closed -$83K – 212
2022
Q3 		$83K Sell
2,154
-150
-7% -$6.39K 0.02% 338
2022
Q2 		$96K Sell
2,304
-150
-6% -$6.68K 0.02% 326
2022
Q1 		$122K Buy
2,454
+200
+9% +$11.4K 0.03% 272
2021
Q4 		$131K Sell
2,254
-100
-4% -$5.75K 0.03% 256
2021
Q3 		$122K Buy
2,354
+354
+18% +$18.4K 0.03% 254
2021
Q2 		$102K Sell
2,000
-100
-5% -$5K 0.03% 296
2021
Q1 		$99K Buy
+2,100
New +$92.4K 0.03% 271

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GPS Wealth Strategies Group's BNY Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Bank of New York Mellon (BNY) stake by 93% in Q4 2025, selling an estimated $186K and leaving 130 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #344.

GPS Wealth Strategies Group first reported a position in BNY in Q1 2021 and has held it in 19 quarters since. The position peaked at $197K in Q3 2025. 1,758 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

  • GPS Wealth Strategies Group held 130 shares of Bank of New York Mellon worth $15.1K as of Q4 2025.
  • GPS Wealth Strategies Group sold 1,677 Bank of New York Mellon shares in Q4 2025, an estimated $186K.
  • Bank of New York Mellon made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #344 holding.
  • GPS Wealth Strategies Group first reported a position in Bank of New York Mellon in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Bank of New York Mellon position peaked at $197K in Q3 2025.
  • 1,758 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.