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

Horan 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	$209K	Buy	+2,487	New	+$209K	0.07%	115
2020 Q4	–	Sell	-2,147	Closed	-$74K	–	108
2020 Q3	$74K	Buy	+2,147	New	+$78.2K	0.04%	147
2020 Q1	–	Sell	-2,147	Closed	-$108K	–	93
2019 Q4	$108K	Hold	2,147	–	–	0.06%	96
2019 Q3	$97K	Buy	+2,147	New	+$95.6K	0.06%	102
2019 Q2	–	Sell	-2,147	Closed	-$108K	–	92
2019 Q1	$108K	Buy	+2,147	New	+$111K	0.07%	97
2017 Q4	–	Sell	-2,627	Closed	-$139K	–	91
2017 Q3	$139K	Buy	+2,627	New	+$138K	0.09%	83

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 $182B AUM 14.68% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Horan Capital Advisors opened a new position in Bank of New York Mellon (BNY) in Q1 2025: 2,487 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #115 among its holdings. This is a return to the name: Horan Capital Advisors previously reported a position in BNY as recently as Q3 2020.

Horan Capital Advisors first reported a position in BNY in Q3 2017 and has held it in 6 quarters since. 1,503 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

Horan Capital Advisors held 2,487 shares of Bank of New York Mellon worth $209K as of Q1 2025.
Bank of New York Mellon was a new Horan Capital Advisors position in Q1 2025.
Bank of New York Mellon made up 0.07% of Horan Capital Advisors's portfolio in Q1 2025, its #115 holding.
Horan Capital Advisors first reported a position in Bank of New York Mellon in Q3 2017 and has held it in 6 quarters since.
1,503 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.