LC
BNY

Lindbrook Capital’s Bank of New York Mellon BNY Stock Holding History

Lindbrook Capital’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
Q1 		$306K Buy
3,651
+3
+0.1% +$252 0.03% 312
2024
Q4 		$280K Sell
3,648
-328
-8% -$25.4K 0.03% 322
2024
Q3 		$286K Sell
3,976
-245
-6% -$16.1K 0.03% 319
2024
Q2 		$253K Buy
4,221
+105
+3% +$6.08K 0.02% 313
2024
Q1 		$237K Sell
4,116
-105
-2% -$5.78K 0.02% 321
2023
Q4 		$220K Buy
4,221
+1,666
+65% +$76.7K 0.02% 329
2023
Q3 		$109K Buy
2,555
+170
+7% +$7.57K 0.01% 442
2023
Q2 		$106K Buy
2,385
+393
+20% +$16.9K 0.01% 471
2023
Q1 		$90.5K Buy
1,992
+823
+70% +$39.9K 0.01% 503
2022
Q4 		$53.2K Sell
1,169
-298
-20% -$12.8K 0.01% 670
2022
Q3 		$57K Buy
1,467
+54
+4% +$2.3K 0.01% 602
2022
Q2 		$59K Buy
1,413
+389
+38% +$17.3K 0.01% 597
2022
Q1 		$51K Sell
1,024
-245
-19% -$13.9K 0.01% 663
2021
Q4 		$74K Buy
1,269
+729
+135% +$41.9K 0.01% 588
2021
Q3 		$28K Buy
540
+54
+11% +$2.81K 0.01% 623
2021
Q2 		$25K Hold
486
– – 0.01% 699
2021
Q1 		$23K Buy
486
+27
+6% +$1.19K 0.01% 697
2020
Q4 		$19K Sell
459
-2,993
-87% -$115K ﹤0.01% 695
2020
Q3 		$119K Sell
3,452
-155
-4% -$5.64K 0.03% 178
2020
Q2 		$139K Buy
3,607
+189
+6% +$6.92K 0.04% 160
2020
Q1 		$115K Sell
3,418
-507
-13% -$21.3K 0.04% 169
2019
Q4 		$198K Sell
3,925
-621
-14% -$29.6K 0.07% 147
2019
Q3 		$206K Sell
4,546
-217
-5% -$9.66K 0.08% 129
2019
Q2 		$210K Buy
4,763
+3,054
+179% +$144K 0.08% 126
2019
Q1 		$86K Hold
1,709
– – 0.03% 250
2018
Q4 		$80K Buy
+1,709
New +$83K 0.04% 232

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's BNY Position: Q1 2025 in Review

Lindbrook Capital increased its Bank of New York Mellon (BNY) stake by 0.08% in Q1 2025, buying an estimated $252 and bringing the position to 3,651 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #312.

Lindbrook Capital first reported a position in BNY in Q4 2018 and has held it in 26 quarters since. 1,503 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

  • Lindbrook Capital held 3,651 shares of Bank of New York Mellon worth $306K as of Q1 2025.
  • Lindbrook Capital bought 3 Bank of New York Mellon shares in Q1 2025, an estimated $252.
  • Bank of New York Mellon made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #312 holding.
  • Lindbrook Capital first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 26 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.