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

IronOak Wealth’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 Q2	$668K	Buy	+7,331	New	+$623K	0.65%	52

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 $191B AUM 17.5% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

IronOak Wealth's BNY Position: Q2 2025 in Review

IronOak Wealth opened a new position in Bank of New York Mellon (BNY) in Q2 2025: 7,331 shares worth $668K. The stake represents 0.65% of the portfolio and ranks #52 among its holdings.

1,555 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

IronOak Wealth held 7,331 shares of Bank of New York Mellon worth $668K as of Q2 2025.
Bank of New York Mellon was a new IronOak Wealth position in Q2 2025.
Bank of New York Mellon made up 0.65% of IronOak Wealth's portfolio in Q2 2025, its #52 holding.
1,555 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.