KI
BNY

Kapitalo Investimentos’s Bank of New York Mellon BNY Stock Holding History

Kapitalo Investimentos’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 		– Sell
-1,626
Closed -$125K – 111
2024
Q4 		$125K Buy
+1,626
New +$126K 0.08% 133

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kapitalo Investimentos's BNY Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 1,626 shares — an estimated $125K sold.

Kapitalo Investimentos first reported a position in BNY in Q4 2024 and held it in 1 quarter. The position peaked at $125K in Q4 2024. 1,503 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,626 Bank of New York Mellon shares in Q1 2025, an estimated $125K.
  • Kapitalo Investimentos first reported a position in Bank of New York Mellon in Q4 2024 and held it in 1 quarter.
  • Kapitalo Investimentos's Bank of New York Mellon position peaked at $125K in Q4 2024.
  • 1,503 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.