LSAG
BNY

Lake Street Advisors Group’s Bank of New York Mellon BNY Stock Holding History

Lake Street Advisors 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 		$431K Buy
5,610
+382
+7% +$29.5K 0.02% 357
2024
Q3 		$376K Buy
5,228
+530
+11% +$34.9K 0.02% 394
2024
Q2 		$281K Buy
4,698
+171
+4% +$9.89K 0.01% 461
2024
Q1 		$261K Buy
4,527
+18
+0.4% +$991 0.01% 494
2023
Q4 		$235K Buy
+4,509
New +$208K 0.01% 508

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lake Street Advisors Group's BNY Position: Q4 2024 in Review

Lake Street Advisors Group increased its Bank of New York Mellon (BNY) stake by 7.3% in Q4 2024, buying an estimated $29.5K and bringing the position to 5,610 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #357.

Lake Street Advisors Group first reported a position in BNY in Q4 2023 and has held it in 5 quarters since. 1,438 funds tracked by Wall St. Rank hold BNY as of Q4 2024.

  • Lake Street Advisors Group held 5,610 shares of Bank of New York Mellon worth $431K as of Q4 2024.
  • Lake Street Advisors Group bought 382 Bank of New York Mellon shares in Q4 2024, an estimated $29.5K.
  • Bank of New York Mellon made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #357 holding.
  • Lake Street Advisors Group first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 5 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.