LF
BNY

Longbow Finance’s Bank of New York Mellon BNY Stock Holding History

Longbow Finance’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
Q2 		– Sell
-47,901
Closed -$4.02M – 73
2025
Q1 		$4.02M Sell
47,901
-10,286
-18% -$864K 0.48% 58
2024
Q4 		$4.47M Buy
+58,187
New +$4.5M 0.49% 58

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Longbow Finance's BNY Position: Q2 2025 in Review

Longbow Finance sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 47,901 shares — an estimated $4.02M sold.

Longbow Finance first reported a position in BNY in Q4 2024 and held it in 2 quarters. The position peaked at $4.47M in Q4 2024. 1,552 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Longbow Finance reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • Longbow Finance sold 47,901 Bank of New York Mellon shares in Q2 2025, an estimated $4.02M.
  • Longbow Finance first reported a position in Bank of New York Mellon in Q4 2024 and held it in 2 quarters.
  • Longbow Finance's Bank of New York Mellon position peaked at $4.47M in Q4 2024.
  • 1,552 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Longbow Finance's 13F filing for Q2 2025, filed 5 Aug 2025.