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

Heck Capital 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 Q1	–	Sell	-245	Closed	-$18.8K	–	304
2024 Q4	$18.8K	Buy	+245	New	+$18.9K	﹤0.01%	475

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Heck Capital Advisors's BNY Position: Q1 2025 in Review

Heck Capital Advisors sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 245 shares — an estimated $18.8K sold.

Heck Capital Advisors first reported a position in BNY in Q4 2024 and held it in 1 quarter. The position peaked at $18.8K in Q4 2024. 1,505 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

Heck Capital Advisors reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 245 Bank of New York Mellon shares in Q1 2025, an estimated $18.8K.
Heck Capital Advisors first reported a position in Bank of New York Mellon in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Bank of New York Mellon position peaked at $18.8K in Q4 2024.
1,505 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.