Kowal Investment Group’s Bank of New York Mellon BNY Stock Holding History

Kowal Investment 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 Q3	$641K	Sell	8,915 -95	-1%	-$6.25K	0.12%	98
2024 Q2	$540K	Buy	9,010 +291	+3%	+$16.8K	0.11%	99
2024 Q1	$502K	Buy	8,719 +1,032	+13%	+$56.8K	0.11%	101
2023 Q4	$400K	Sell	7,687 -1	-0%	-$46	0.09%	102
2023 Q3	$328K	Buy	7,688 +188	+3%	+$8.38K	0.09%	104
2023 Q2	$334K	Buy	+7,500	New	+$322K	0.09%	113

Other funds holding BNY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kowal Investment Group's BNY Position: Q3 2024 in Review

Kowal Investment Group reduced its Bank of New York Mellon (BNY) stake by 1.1% in Q3 2024, selling an estimated $6.25K and leaving 8,915 shares worth $641K. The position accounts for 0.12% of the portfolio, ranked #98.

Kowal Investment Group first reported a position in BNY in Q2 2023 and has held it in 6 quarters since. 1,288 funds tracked by Wall St. Rank hold BNY as of Q3 2024.

Kowal Investment Group held 8,915 shares of Bank of New York Mellon worth $641K as of Q3 2024.
Kowal Investment Group sold 95 Bank of New York Mellon shares in Q3 2024, an estimated $6.25K.
Bank of New York Mellon made up 0.12% of Kowal Investment Group's portfolio in Q3 2024, its #98 holding.
Kowal Investment Group first reported a position in Bank of New York Mellon in Q2 2023 and has held it in 6 quarters since.
1,288 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.