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

Guerra 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 Q3	$3.71K	Buy	+34	New	+$3.47K	﹤0.01%	441

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Guerra Advisors's BNY Position: Q3 2025 in Review

Guerra Advisors opened a new position in Bank of New York Mellon (BNY) in Q3 2025: 34 shares worth $3.71K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings.

1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

Guerra Advisors held 34 shares of Bank of New York Mellon worth $3.71K as of Q3 2025.
Bank of New York Mellon was a new Guerra Advisors position in Q3 2025.
Bank of New York Mellon made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #441 holding.
1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.