Mark Sheptoff Financial Planning’s Bank of New York Mellon BNY Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-500	Closed	-$38.4K	–	446
2024 Q4	$38.4K	Hold	500	–	–	0.02%	197
2024 Q3	$35.9K	Hold	500	–	–	0.02%	193
2024 Q2	$29.9K	Hold	500	–	–	0.02%	222
2024 Q1	$28.8K	Hold	500	–	–	0.02%	214
2023 Q4	$26K	Hold	500	–	–	0.02%	207
2023 Q3	$21.3K	Hold	500	–	–	0.01%	203
2023 Q2	$22.3K	Hold	500	–	–	0.01%	216
2023 Q1	$22.7K	Hold	500	–	–	0.01%	210
2022 Q4	$22.8K	Hold	500	–	–	0.01%	211
2022 Q3	$19K	Hold	500	–	–	0.01%	210
2022 Q2	$21K	Buy	+500	New	+$22.3K	0.01%	216
2020 Q4	–	Sell	-300	Closed	-$10K	–	355
2020 Q3	$10K	Hold	300	–	–	0.01%	235
2020 Q2	$12K	Hold	300	–	–	0.01%	241
2020 Q1	$10K	Hold	300	–	–	0.01%	231
2019 Q4	$15K	Hold	300	–	–	0.01%	243
2019 Q3	$14K	Hold	300	–	–	0.01%	242
2019 Q2	$13K	Hold	300	–	–	0.01%	249
2019 Q1	$15K	Hold	300	–	–	0.01%	228
2018 Q4	$14K	Hold	300	–	–	0.01%	210
2018 Q3	$15K	Hold	300	–	–	0.01%	259
2018 Q2	$16K	Hold	300	–	–	0.01%	237
2018 Q1	$15K	Hold	300	–	–	0.01%	252
2017 Q4	$16K	Hold	300	–	–	0.01%	250
2017 Q3	$16K	Hold	300	–	–	0.01%	251
2017 Q2	$15K	Sell	300 -1	-0.3%	-$48	0.01%	248
2017 Q1	$14K	Buy	301 +1	+0.3%	+$47	0.01%	253
2016 Q4	$14K	Buy	+300	New	+$13.5K	0.01%	246
2015 Q1	–	Sell	-5,985	Closed	-$243K	–	333
2014 Q4	$243K	Buy	5,985 +6	+0.1%	+$235	0.21%	91
2014 Q3	$232K	Buy	5,979 +4,179	+232%	+$162K	0.21%	98
2014 Q2	$67K	Buy	+1,800	New	+$62.3K	0.06%	162

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

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

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

Norges Bank Oslo, Norway $935B AUM

Mark Sheptoff Financial Planning's BNY Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 500 shares — an estimated $38.4K sold.

Mark Sheptoff Financial Planning first reported a position in BNY in Q2 2014 and held it in 30 quarters. The position peaked at $243K in Q4 2014. 1,502 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

Mark Sheptoff Financial Planning reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 500 Bank of New York Mellon shares in Q1 2025, an estimated $38.4K.
Mark Sheptoff Financial Planning first reported a position in Bank of New York Mellon in Q2 2014 and held it in 30 quarters.
Mark Sheptoff Financial Planning's Bank of New York Mellon position peaked at $243K in Q4 2014.
1,502 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.