NICM
BNY

Neo Ivy Capital Management’s Bank of New York Mellon BNY Stock Holding History

Neo Ivy Capital Management’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
Q4 		– Sell
-5,506
Closed -$600K – 360
2025
Q3 		$600K Buy
5,506
+5,486
+27,430% +$559K 0.15% 207
2025
Q2 		$1.82K Buy
+20
New +$1.7K ﹤0.01% 338
2023
Q4 		– Sell
-3,708
Closed -$158K – 303
2023
Q3 		$158K Buy
+3,708
New +$165K 0.07% 240
2022
Q4 		– Sell
-4,460
Closed -$172K – 343
2022
Q3 		$172K Buy
4,460
+1,830
+70% +$78K 0.45% 70
2022
Q2 		$109K Sell
2,630
-8,560
-76% -$381K 0.29% 144
2022
Q1 		$556K Buy
+11,190
New +$636K 0.5% 49
2021
Q2 		– Sell
-14,077
Closed -$666K – 455
2021
Q1 		$666K Buy
+14,077
New +$619K 0.73% 31
2020
Q4 		– Sell
-22,860
Closed -$785K – 423
2020
Q3 		$785K Buy
+22,860
New +$832K 0.79% 9
2020
Q1 		– Sell
-1,072
Closed -$54K – 455
2019
Q4 		$54K Buy
+1,072
New +$51.2K 0.06% 201
2019
Q3 		– Sell
-16,401
Closed -$724K – 291
2019
Q2 		$724K Sell
16,401
-12,167
-43% -$572K 0.41% 97
2019
Q1 		$1.44M Buy
+28,568
New +$1.47M 0.82% 15

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neo Ivy Capital Management's BNY Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of Bank of New York Mellon (BNY) in Q4 2025, closing a stake of 5,506 shares — an estimated $600K sold.

Neo Ivy Capital Management first reported a position in BNY in Q1 2019 and held it in 11 quarters. The position peaked at $1.44M in Q1 2019. 1,758 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

  • Neo Ivy Capital Management reported no remaining Bank of New York Mellon position as of Q4 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 5,506 Bank of New York Mellon shares in Q4 2025, an estimated $600K.
  • Neo Ivy Capital Management first reported a position in Bank of New York Mellon in Q1 2019 and held it in 11 quarters.
  • Neo Ivy Capital Management's Bank of New York Mellon position peaked at $1.44M in Q1 2019.
  • 1,758 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.