KHC
BNY

Koesten Hirschmann & Crabtree’s Bank of New York Mellon BNY Stock Holding History

Koesten Hirschmann & Crabtree’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
-8
Closed -$723 – 281
2025
Q2 		$723 Buy
+8
New +$679 ﹤0.01% 274

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

Koesten Hirschmann & Crabtree's BNY Position: Q3 2025 in Review

Koesten Hirschmann & Crabtree sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 8 shares — an estimated $723 sold.

Koesten Hirschmann & Crabtree first reported a position in BNY in Q2 2025 and held it in 1 quarter. The position peaked at $723 in Q2 2025. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Koesten Hirschmann & Crabtree reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 8 Bank of New York Mellon shares in Q3 2025, an estimated $723.
  • Koesten Hirschmann & Crabtree first reported a position in Bank of New York Mellon in Q2 2025 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Bank of New York Mellon position peaked at $723 in Q2 2025.
  • 1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2025, filed 5 Nov 2025.