HFA
BNY

Hutchinson Financial Advisors’s Bank of New York Mellon BNY Stock Holding History

Hutchinson Financial 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
Q3 		$2.61M Buy
23,932
+596
+3% +$60.8K 2.56% 13
2025
Q2 		$2.13M Buy
+23,336
New +$1.98M 2.38% 16

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

Hutchinson Financial Advisors's BNY Position: Q3 2025 in Review

Hutchinson Financial Advisors increased its Bank of New York Mellon (BNY) stake by 2.6% in Q3 2025, buying an estimated $60.8K and bringing the position to 23,932 shares worth $2.61M. The position accounts for 2.56% of the portfolio, ranked #13.

Hutchinson Financial Advisors first reported a position in BNY in Q2 2025 and has held it in 2 quarters since. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Hutchinson Financial Advisors held 23,932 shares of Bank of New York Mellon worth $2.61M as of Q3 2025.
  • Hutchinson Financial Advisors bought 596 Bank of New York Mellon shares in Q3 2025, an estimated $60.8K.
  • Bank of New York Mellon made up 2.56% of Hutchinson Financial Advisors's portfolio in Q3 2025, its #13 holding.
  • Hutchinson Financial Advisors first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 2 quarters since.
  • 1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Hutchinson Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.