Legend Financial Advisors’s Bank of New York Mellon BNY Stock Holding History

Legend Financial Advisors’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	-1,036	Closed	-$94.4K	–	51
2025 Q2	$94.4K	Buy	+1,036	New	+$88K	0.06%	45
2025 Q1	–	Sell	-1,036	Closed	-$79.6K	–	60
2024 Q4	$79.6K	Hold	1,036	–	–	0.06%	43
2024 Q3	$74.4K	Hold	1,036	–	–	0.05%	43
2024 Q2	$62K	Hold	1,036	–	–	0.04%	54
2024 Q1	$59.7K	Hold	1,036	–	–	0.04%	54
2023 Q4	$53.9K	Hold	1,036	–	–	0.04%	53
2023 Q3	$44.2K	Hold	1,036	–	–	0.04%	65
2023 Q2	$46.1K	Hold	1,036	–	–	0.04%	67
2023 Q1	$47.1K	Hold	1,036	–	–	0.04%	64
2022 Q4	$47.2K	Sell	1,036 -600	-37%	-$25.7K	0.04%	73
2022 Q3	$63K	Buy	+1,636	New	+$69.7K	0.06%	54

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Legend Financial Advisors's BNY Position: Q3 2025 in Review

Legend Financial Advisors sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 1,036 shares — an estimated $94.4K sold.

Legend Financial Advisors first reported a position in BNY in Q3 2022 and held it in 11 quarters. The position peaked at $94.4K in Q2 2025. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

Legend Financial Advisors reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 1,036 Bank of New York Mellon shares in Q3 2025, an estimated $94.4K.
Legend Financial Advisors first reported a position in Bank of New York Mellon in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's Bank of New York Mellon position peaked at $94.4K in Q2 2025.
1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.