OIA
BNY

Optimum Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Optimum Investment 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
2018
Q3 		– Sell
-500
Closed -$1K – 1040
2018
Q2 		$1K Buy
+500
New +$27.6K ﹤0.01% 1024

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

Optimum Investment Advisors's BNY Position: Q3 2025 in Review

Optimum Investment Advisors held its Bank of New York Mellon (BNY) position steady in Q3 2025 at 600 shares worth $65.4K. The position accounts for 0.03% of the portfolio, ranked #315.

Optimum Investment Advisors first reported a position in BNY in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.01M in Q4 2014. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Optimum Investment Advisors held 600 shares of Bank of New York Mellon worth $65.4K as of Q3 2025.
  • Optimum Investment Advisors left its Bank of New York Mellon share count unchanged in Q3 2025.
  • Bank of New York Mellon made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #315 holding.
  • Optimum Investment Advisors first reported a position in Bank of New York Mellon in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Bank of New York Mellon position peaked at $1.01M in Q4 2014.
  • 1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.