Householder Group Estate & Retirement Specialist’s Bank of New York Mellon BNY Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-221	Closed	-$15K	–	603
2024 Q3	$15K	Hold	221	–	–	﹤0.01%	742
2024 Q2	$13K	Hold	221	–	–	﹤0.01%	761
2024 Q1	$12.7K	Hold	221	–	–	﹤0.01%	762
2023 Q4	$11K	Hold	221	–	–	﹤0.01%	737
2023 Q3	$9.43K	Buy	+221	New	+$9.85K	﹤0.01%	806
2023 Q1	–	Sell	-221	Closed	-$10K	–	1222
2022 Q4	$10K	Hold	221	–	–	0.01%	224
2022 Q3	$8K	Buy	+221	New	+$9.42K	﹤0.01%	772

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

Norges Bank Oslo, Norway $935B AUM

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

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

Householder Group Estate & Retirement Specialist's BNY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Bank of New York Mellon (BNY) in Q4 2024, closing a stake of 221 shares — an estimated $15K sold.

Householder Group Estate & Retirement Specialist first reported a position in BNY in Q3 2022 and held it in 7 quarters. The position peaked at $15K in Q3 2024. 1,438 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Bank of New York Mellon position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 221 Bank of New York Mellon shares in Q4 2024, an estimated $15K.
Householder Group Estate & Retirement Specialist first reported a position in Bank of New York Mellon in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Bank of New York Mellon position peaked at $15K in Q3 2024.
1,438 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.