MFG
BNY

Mendota Financial Group’s Bank of New York Mellon BNY Stock Holding History

Mendota Financial Group’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
-200
Closed -$15.4K – 139
2024
Q4 		$15.4K Sell
200
-439
-69% -$33.9K 0.01% 222
2024
Q3 		$45.9K Sell
639
-179
-22% -$11.8K 0.02% 182
2024
Q2 		$49K Sell
818
-190
-19% -$11K 0.03% 174
2024
Q1 		$58.1K Sell
1,008
-191
-16% -$10.5K 0.03% 172
2023
Q4 		$62.4K Hold
1,199
– – 0.05% 182
2023
Q3 		$51.1K Hold
1,199
– – 0.05% 138
2023
Q2 		$53.4K Buy
1,199
+407
+51% +$17.5K 0.06% 130
2023
Q1 		$39.3K Sell
792
-200
-20% -$9.7K 0.04% 157
2022
Q4 		$45.2K Buy
+992
New +$42.5K 0.06% 135

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
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 $59B AUM 32.99% 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

Mendota Financial Group's BNY Position: Q1 2025 in Review

Mendota Financial Group sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 200 shares — an estimated $15.4K sold.

Mendota Financial Group first reported a position in BNY in Q4 2022 and held it in 9 quarters. The position peaked at $62.4K in Q4 2023. 1,502 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

  • Mendota Financial Group reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 200 Bank of New York Mellon shares in Q1 2025, an estimated $15.4K.
  • Mendota Financial Group first reported a position in Bank of New York Mellon in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's Bank of New York Mellon position peaked at $62.4K in Q4 2023.
  • 1,502 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.