MFA
BNY

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

McClarren 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
Q2 		– Sell
-409
Closed -$34K – 110
2025
Q1 		$34K Buy
+409
New +$34.4K 0.02% 159
2024
Q4 		– Sell
-405
Closed -$29 – 219
2024
Q3 		$29 Buy
405
+346
+586% +$22.8K ﹤0.01% 150
2024
Q2 		$24K Sell
59
-341
-85% -$19.7K 0.02% 202
2024
Q1 		$24K Buy
400
+4
+1% +$220 0.02% 199
2023
Q4 		$21K Buy
396
+4
+1% +$184 0.02% 230
2023
Q3 		$16K Buy
392
+3
+0.8% +$134 0.01% 233
2023
Q2 		$17K Sell
389
-246
-39% -$10.6K 0.01% 229
2023
Q1 		$28K Buy
635
+1
+0.2% +$48 0.03% 179
2022
Q4 		$28K Buy
634
+2
+0.3% +$86 0.03% 185
2022
Q3 		$24K Buy
+632
New +$26.9K 0.02% 182
2022
Q2 		– Sell
-626
Closed -$31K – 53
2022
Q1 		$31K Buy
626
+2
+0.3% +$114 0.02% 149
2021
Q4 		$37K Buy
624
+255
+69% +$14.7K 0.03% 157
2021
Q3 		$19K Buy
369
+2
+0.5% +$104 0.01% 166
2021
Q2 		$18K Buy
367
+2
+0.5% +$100 0.01% 187
2021
Q1 		$17K Buy
365
+3
+0.8% +$132 0.02% 167
2020
Q4 		$15K Buy
+362
New +$13.9K 0.01% 150

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 $59.9B AUM 27.01% 1-Year Est. Return

McClarren Financial Advisors's BNY Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 409 shares — an estimated $34K sold.

McClarren Financial Advisors first reported a position in BNY in Q4 2020 and held it in 16 quarters. The position peaked at $37K in Q4 2021. 1,553 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 409 Bank of New York Mellon shares in Q2 2025, an estimated $34K.
  • McClarren Financial Advisors first reported a position in Bank of New York Mellon in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's Bank of New York Mellon position peaked at $37K in Q4 2021.
  • 1,553 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.