Proffitt & Goodson’s Bank of New York Mellon BNY Stock Holding History

Proffitt & Goodson’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	-2	Closed	-$218	–	309
2025 Q3	$218	Buy	+2	New	+$204	﹤0.01%	437
2021 Q1	–	Sell	-57	Closed	-$2K	–	257
2020 Q4	$2K	Hold	57	–	–	﹤0.01%	245
2020 Q3	$2K	Hold	57	–	–	﹤0.01%	249
2020 Q2	$2K	Hold	57	–	–	﹤0.01%	263
2020 Q1	$2K	Hold	57	–	–	﹤0.01%	195
2019 Q4	$3K	Buy	+57	New	+$2.72K	﹤0.01%	193
2019 Q2	–	Sell	-43	Closed	-$2K	–	204
2019 Q1	$2K	Hold	43	–	–	﹤0.01%	184
2018 Q4	$2K	Hold	43	–	–	﹤0.01%	156
2018 Q3	$2K	Buy	+43	New	+$2.26K	﹤0.01%	145

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

Proffitt & Goodson's BNY Position: Q4 2025 in Review

Proffitt & Goodson sold out of Bank of New York Mellon (BNY) in Q4 2025, closing a stake of 2 shares — an estimated $218 sold.

Proffitt & Goodson first reported a position in BNY in Q3 2018 and held it in 9 quarters. The position peaked at $3K in Q4 2019. 1,758 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

Proffitt & Goodson reported no remaining Bank of New York Mellon position as of Q4 2025 after selling out during the quarter.
Proffitt & Goodson sold 2 Bank of New York Mellon shares in Q4 2025, an estimated $218.
Proffitt & Goodson first reported a position in Bank of New York Mellon in Q3 2018 and held it in 9 quarters.
Proffitt & Goodson's Bank of New York Mellon position peaked at $3K in Q4 2019.
1,758 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.