OPPS
BNY

Obsidian Personal Planning Solutions’s Bank of New York Mellon BNY Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$317K Sell
2,938
-3
-0.1% -$306 0.11% 76
2025
Q2 		$268K Sell
2,941
-5
-0.2% -$425 0.11% 82
2025
Q1 		$237K Hold
2,946
– – 0.11% 91
2024
Q4 		$253K Sell
2,946
-14
-0.5% -$1.08K 0.12% 79
2024
Q3 		$223K Buy
+2,960
New +$195K 0.12% 86

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Obsidian Personal Planning Solutions's BNY Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Bank of New York Mellon (BNY) stake by 0.1% in Q3 2025, selling an estimated $306 and leaving 2,938 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #76.

Obsidian Personal Planning Solutions first reported a position in BNY in Q3 2024 and has held it in 5 quarters since. 1,642 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Obsidian Personal Planning Solutions held 2,938 shares of Bank of New York Mellon worth $317K as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 3 Bank of New York Mellon shares in Q3 2025, an estimated $306.
  • Bank of New York Mellon made up 0.11% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #76 holding.
  • Obsidian Personal Planning Solutions first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 5 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.