Hofer & Associates
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Hofer & Associates’s Bank of New York Mellon BNY Stock Holding History

Hofer & Associates’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
2026
Q3 		– Sell
-4,419
Closed -$639K – 88
2026
Q2 		$639K Buy
4,419
+83
+2% +$11.3K 0.31% 38
2026
Q1 		$514K Buy
4,336
+2
+0% +$238 0.28% 36
2025
Q4 		$503K Buy
4,334
+52
+1% +$5.75K 0.27% 39
2025
Q3 		$467K Buy
4,282
+2
+0% +$204 0.27% 40
2025
Q2 		$390K Buy
4,280
+22
+0.5% +$1.87K 0.24% 39
2025
Q1 		$357K Buy
4,258
+16
+0.4% +$1.34K 0.24% 41
2024
Q4 		$326K Buy
4,242
+52
+1% +$4.02K 0.22% 43
2024
Q3 		$301K Sell
4,190
-30
-0.7% -$1.97K 0.21% 47
2024
Q2 		$253K Buy
4,220
+10
+0.2% +$579 0.2% 49
2024
Q1 		$243K Sell
4,210
-50
-1% -$2.75K 0.2% 48
2023
Q4 		$222K Buy
+4,260
New +$196K 0.21% 49
2023
Q2 		– Sell
-4,893
Closed -$223K – 52
2023
Q1 		$223K Hold
4,893
– – 0.22% 48
2022
Q4 		$223K Buy
+4,893
New +$210K 0.22% 48

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Hofer & Associates's BNY Position: Q3 2026 in Review

Hofer & Associates sold out of Bank of New York Mellon (BNY) in Q3 2026, closing a stake of 4,419 shares — an estimated $639K sold.

Hofer & Associates first reported a position in BNY in Q4 2022 and held it in 13 quarters. The position peaked at $639K in Q2 2026. 764 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Hofer & Associates reported no remaining Bank of New York Mellon position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 4,419 Bank of New York Mellon shares in Q3 2026, an estimated $639K.
  • Hofer & Associates first reported a position in Bank of New York Mellon in Q4 2022 and held it in 13 quarters.
  • Hofer & Associates's Bank of New York Mellon position peaked at $639K in Q2 2026.
  • 764 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.