Passumpsic Savings Bank’s Bank of New York Mellon BNY Stock Holding History

Passumpsic Savings Bank’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	$3.1M	Buy	+26,746	New	+$2.96M	1.7%	21

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 $3.38T AUM 44.17% 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

Passumpsic Savings Bank's BNY Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Bank of New York Mellon (BNY) in Q4 2025: 26,746 shares worth $3.1M. The stake represents 1.7% of the portfolio and ranks #21 among its holdings.

1,761 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

Passumpsic Savings Bank held 26,746 shares of Bank of New York Mellon worth $3.1M as of Q4 2025.
Bank of New York Mellon was a new Passumpsic Savings Bank position in Q4 2025.
Bank of New York Mellon made up 1.7% of Passumpsic Savings Bank's portfolio in Q4 2025, its #21 holding.
1,761 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.