NC
BNY

Napatree Capital’s Bank of New York Mellon BNY Stock Holding History

Napatree Capital’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 		$242K Buy
2,885
+169
+6% +$14.2K 0.14% 180
2024
Q4 		$209K Buy
+2,716
New +$210K 0.12% 180

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

Napatree Capital's BNY Position: Q1 2025 in Review

Napatree Capital increased its Bank of New York Mellon (BNY) stake by 6.2% in Q1 2025, buying an estimated $14.2K and bringing the position to 2,885 shares worth $242K. The position accounts for 0.14% of the portfolio, ranked #180.

Napatree Capital first reported a position in BNY in Q4 2024 and has held it in 2 quarters since. 1,502 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

  • Napatree Capital held 2,885 shares of Bank of New York Mellon worth $242K as of Q1 2025.
  • Napatree Capital bought 169 Bank of New York Mellon shares in Q1 2025, an estimated $14.2K.
  • Bank of New York Mellon made up 0.14% of Napatree Capital's portfolio in Q1 2025, its #180 holding.
  • Napatree Capital first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 2 quarters since.
  • 1,502 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.