KWAG
BNY

Kiely Wealth Advisory Group’s Bank of New York Mellon BNY Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$161K Hold
1,888
– – 0.1% 68
2024
Q3 		$148K Hold
1,888
– – 0.09% 74
2024
Q2 		$120K Hold
1,888
– – 0.07% 68
2024
Q1 		$109K Hold
1,888
– – 0.06% 68
2023
Q4 		$105K Buy
+1,888
New +$87K 0.06% 71

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiely Wealth Advisory Group's BNY Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Bank of New York Mellon (BNY) position steady in Q4 2024 at 1,888 shares worth $161K. The position accounts for 0.1% of the portfolio, ranked #68.

Kiely Wealth Advisory Group first reported a position in BNY in Q4 2023 and has held it in 5 quarters since. 1,436 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,888 shares of Bank of New York Mellon worth $161K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Bank of New York Mellon share count unchanged in Q4 2024.
  • Bank of New York Mellon made up 0.1% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #68 holding.
  • Kiely Wealth Advisory Group first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 5 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.