MLA
BNY

My Legacy Advisors’s Bank of New York Mellon BNY Stock Holding History

My Legacy 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
-4,366
Closed -$366K – 211
2025
Q1 		$366K Buy
4,366
+283
+7% +$23.8K 0.14% 156
2024
Q4 		$335K Buy
4,083
+298
+8% +$23K 0.13% 163
2024
Q3 		$272K Buy
+3,785
New +$249K 0.11% 176

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

My Legacy Advisors's BNY Position: Q2 2025 in Review

My Legacy Advisors sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 4,366 shares — an estimated $366K sold.

My Legacy Advisors first reported a position in BNY in Q3 2024 and held it in 3 quarters. The position peaked at $366K in Q1 2025. 1,552 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • My Legacy Advisors reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • My Legacy Advisors sold 4,366 Bank of New York Mellon shares in Q2 2025, an estimated $366K.
  • My Legacy Advisors first reported a position in Bank of New York Mellon in Q3 2024 and held it in 3 quarters.
  • My Legacy Advisors's Bank of New York Mellon position peaked at $366K in Q1 2025.
  • 1,552 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.