KC
BNY

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

Kingfisher 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
2024
Q3 		$262K Buy
3,649
+15
+0.4% +$987 0.06% 158
2024
Q2 		$218K Buy
3,634
+15
+0.4% +$868 0.05% 162
2024
Q1 		$209K Buy
+3,619
New +$199K 0.05% 157

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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 $59B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kingfisher Capital's BNY Position: Q3 2024 in Review

Kingfisher Capital increased its Bank of New York Mellon (BNY) stake by 0.41% in Q3 2024, buying an estimated $987 and bringing the position to 3,649 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #158.

Kingfisher Capital first reported a position in BNY in Q1 2024 and has held it in 3 quarters since. 1,287 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

  • Kingfisher Capital held 3,649 shares of Bank of New York Mellon worth $262K as of Q3 2024.
  • Kingfisher Capital bought 15 Bank of New York Mellon shares in Q3 2024, an estimated $987.
  • Bank of New York Mellon made up 0.06% of Kingfisher Capital's portfolio in Q3 2024, its #158 holding.
  • Kingfisher Capital first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 3 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.