KIM
BNY

Kestra Investment Management’s Bank of New York Mellon BNY Stock Holding History

Kestra Investment Management’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
-672
Closed -$56.4K – 500
2025
Q2 		$56.4K Hold
672
– – ﹤0.01% 551
2025
Q1 		$56.4K Sell
672
-667
-50% -$56.1K ﹤0.01% 460
2024
Q4 		$103K Buy
+1,339
New +$103K ﹤0.01% 433

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Kestra Investment Management's BNY Position: Q3 2025 in Review

Kestra Investment Management sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 672 shares — an estimated $56.4K sold.

Kestra Investment Management first reported a position in BNY in Q4 2024 and held it in 3 quarters. The position peaked at $103K in Q4 2024. 1,644 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Kestra Investment Management reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 672 Bank of New York Mellon shares in Q3 2025, an estimated $56.4K.
  • Kestra Investment Management first reported a position in Bank of New York Mellon in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Bank of New York Mellon position peaked at $103K in Q4 2024.
  • 1,644 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.