Jackson Square Capital’s Bank of New York Mellon BNY Stock Holding History

Jackson Square Capital’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	–	Sell	-2,573	Closed	-$216K	–	148
2025 Q1	$216K	Buy	+2,573	New	+$216K	0.07%	127
2022 Q2	–	Sell	-6,795	Closed	-$337K	–	145
2022 Q1	$337K	Sell	6,795 -2,566	-27%	-$146K	0.11%	141
2021 Q4	$544K	Buy	9,361 +2,534	+37%	+$146K	0.16%	124
2021 Q3	$354K	Hold	6,827	–	–	0.12%	138
2021 Q2	$350K	Buy	+6,827	New	+$342K	0.11%	144
2020 Q1	–	Sell	-1,330	Closed	-$67K	–	325
2019 Q4	$67K	Buy	+1,330	New	+$63.5K	0.04%	141

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Jackson Square Capital's BNY Position: Q2 2025 in Review

Jackson Square Capital sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 2,573 shares — an estimated $216K sold.

Jackson Square Capital first reported a position in BNY in Q4 2019 and held it in 6 quarters. The position peaked at $544K in Q4 2021. 1,551 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

Jackson Square Capital reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
Jackson Square Capital sold 2,573 Bank of New York Mellon shares in Q2 2025, an estimated $216K.
Jackson Square Capital first reported a position in Bank of New York Mellon in Q4 2019 and held it in 6 quarters.
Jackson Square Capital's Bank of New York Mellon position peaked at $544K in Q4 2021.
1,551 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Jackson Square Capital's 13F filing for Q2 2025, filed 10 Jul 2025.