ORG Partners’s Bank of New York Mellon BNY Stock Holding History

ORG Partners’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	$41.2K	Buy	355 +28	+9%	+$3.1K	0.01%	625
2025 Q3	$35.6K	Buy	327 +36	+12%	+$3.67K	0.01%	663
2025 Q2	$26.4K	Sell	291 -215	-42%	-$18.3K	0.01%	695
2025 Q1	$42.4K	Buy	+506	New	+$42.5K	0.01%	523
2024 Q1	–	Sell	-8	Closed	-$424	–	595
2023 Q4	$424	Buy	+8	New	+$368	﹤0.01%	1051
2023 Q3	–	Sell	-8	Closed	-$361	–	1387
2023 Q2	$361	Buy	+8	New	+$343	﹤0.01%	1293

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ORG Partners's BNY Position: Q4 2025 in Review

ORG Partners increased its Bank of New York Mellon (BNY) stake by 8.6% in Q4 2025, buying an estimated $3.1K and bringing the position to 355 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #625.

ORG Partners first reported a position in BNY in Q2 2023 and has held it in 6 quarters since. The position peaked at $42.4K in Q1 2025. 1,759 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

ORG Partners held 355 shares of Bank of New York Mellon worth $41.2K as of Q4 2025.
ORG Partners bought 28 Bank of New York Mellon shares in Q4 2025, an estimated $3.1K.
Bank of New York Mellon made up 0.01% of ORG Partners's portfolio in Q4 2025, its #625 holding.
ORG Partners first reported a position in Bank of New York Mellon in Q2 2023 and has held it in 6 quarters since.
ORG Partners's Bank of New York Mellon position peaked at $42.4K in Q1 2025.
1,759 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.