HWM
BNY

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

Hemington 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
Q3 		$195K Buy
1,794
+64
+4% +$6.53K 0.03% 150
2025
Q2 		$157K Buy
1,730
+102
+6% +$8.66K 0.02% 162
2025
Q1 		$136K Buy
1,628
+121
+8% +$10.2K 0.02% 167
2024
Q4 		$115K Buy
1,507
+98
+7% +$7.58K 0.03% 175
2024
Q3 		$106K Buy
+1,409
New +$92.7K 0.03% 178

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hemington Wealth Management's BNY Position: Q3 2025 in Review

Hemington Wealth Management increased its Bank of New York Mellon (BNY) stake by 3.7% in Q3 2025, buying an estimated $6.53K and bringing the position to 1,794 shares worth $195K. The position accounts for 0.03% of the portfolio, ranked #150.

Hemington Wealth Management first reported a position in BNY in Q3 2024 and has held it in 5 quarters since. 1,642 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Hemington Wealth Management held 1,794 shares of Bank of New York Mellon worth $195K as of Q3 2025.
  • Hemington Wealth Management bought 64 Bank of New York Mellon shares in Q3 2025, an estimated $6.53K.
  • Bank of New York Mellon made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #150 holding.
  • Hemington Wealth Management first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 5 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.