Kolinsky Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Kolinsky Wealth 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
2024 Q4	$995K	Buy	12,950 +45	+0.3%	+$3.48K	0.61%	24
2024 Q3	$927K	Buy	12,905 +120	+0.9%	+$7.89K	0.6%	26
2024 Q2	$766K	Buy	12,785 +37	+0.3%	+$2.14K	0.55%	33
2024 Q1	$735K	Sell	12,748 -19	-0.1%	-$1.05K	0.56%	32
2023 Q4	$665K	Buy	12,767 +606	+5%	+$27.9K	0.58%	32
2023 Q3	$519K	Sell	12,161 -547	-4%	-$24.4K	0.51%	40
2023 Q2	$562K	Sell	12,708 -567	-4%	-$24.3K	0.53%	33
2023 Q1	$603K	Buy	13,275 +9	+0.1%	+$436	0.64%	26
2022 Q4	$604K	Buy	13,266 +137	+1%	+$5.88K	0.69%	24
2022 Q3	$506K	Buy	13,129 +1	+0%	+$43	0.63%	26
2022 Q2	$548K	Sell	13,128 -12	-0.1%	-$535	0.65%	24
2022 Q1	$652K	Buy	13,140 +66	+0.5%	+$3.75K	0.64%	24
2021 Q4	$759K	Buy	+13,074	New	+$752K	0.7%	20

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kolinsky Wealth Management's BNY Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Bank of New York Mellon (BNY) stake by 0.35% in Q4 2024, buying an estimated $3.48K and bringing the position to 12,950 shares worth $995K. The position accounts for 0.61% of the portfolio, ranked #24.

Kolinsky Wealth Management first reported a position in BNY in Q4 2021 and has held it in 13 quarters since. 1,441 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

Kolinsky Wealth Management held 12,950 shares of Bank of New York Mellon worth $995K as of Q4 2024.
Kolinsky Wealth Management bought 45 Bank of New York Mellon shares in Q4 2024, an estimated $3.48K.
Bank of New York Mellon made up 0.61% of Kolinsky Wealth Management's portfolio in Q4 2024, its #24 holding.
Kolinsky Wealth Management first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 13 quarters since.
1,441 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.