KSWA
BNY

Kathleen S. Wright Associates’s Bank of New York Mellon BNY Stock Holding History

Kathleen S. Wright Associates’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 		– Sell
-550
Closed -$50.1K – 240
2025
Q2 		$50.1K Hold
550
– – 0.02% 150
2025
Q1 		$46.1K Hold
550
– – 0.02% 148
2024
Q4 		$42.3K Hold
550
– – 0.02% 155
2024
Q3 		$39.5K Hold
550
– – 0.02% 163
2024
Q2 		$32.9K Hold
550
– – 0.02% 156
2024
Q1 		$31.7K Buy
+550
New +$30.3K 0.01% 149

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

Kathleen S. Wright Associates's BNY Position: Q3 2025 in Review

Kathleen S. Wright Associates sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 550 shares — an estimated $50.1K sold.

Kathleen S. Wright Associates first reported a position in BNY in Q1 2024 and held it in 6 quarters. The position peaked at $50.1K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Kathleen S. Wright Associates reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 550 Bank of New York Mellon shares in Q3 2025, an estimated $50.1K.
  • Kathleen S. Wright Associates first reported a position in Bank of New York Mellon in Q1 2024 and held it in 6 quarters.
  • Kathleen S. Wright Associates's Bank of New York Mellon position peaked at $50.1K in Q2 2025.
  • 1,642 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.