PCP
BNY

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

Proficio Capital 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
Q3 		– Sell
-2,289
Closed -$209K – 245
2025
Q2 		$209K Buy
+2,289
New +$194K 0.01% 409
2019
Q3 		– Sell
-382
Closed -$17K – 308
2019
Q2 		$17K Sell
382
-240
-39% -$11.3K 0.01% 739
2019
Q1 		$31K Sell
622
-64
-9% -$3.3K 0.01% 491
2018
Q4 		$32K Buy
686
+84
+14% +$4.08K 0.01% 413
2018
Q3 		$31K Buy
602
+263
+78% +$13.8K 0.01% 466
2018
Q2 		$18K Sell
339
-1
-0.3% -$55 0.01% 631
2018
Q1 		$18K Buy
340
+18
+6% +$1K 0.01% 625
2017
Q4 		$17K Buy
322
+35
+12% +$1.86K 0.01% 629
2017
Q3 		$15K Hold
287
– – 0.01% 660
2017
Q2 		$15K Sell
287
-121
-30% -$5.79K 0.01% 682
2017
Q1 		$19K Buy
408
+273
+202% +$12.8K 0.01% 626
2016
Q4 		$6K Buy
135
+11
+9% +$496 ﹤0.01% 700
2016
Q3 		$5K Buy
124
+51
+70% +$2.04K ﹤0.01% 699
2016
Q2 		$3K Buy
73
+21
+40% +$835 ﹤0.01% 761
2016
Q1 		$2K Sell
52
-267
-84% -$9.68K ﹤0.01% 721
2015
Q4 		$13K Buy
+319
New +$13.4K 0.01% 240

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

Proficio Capital Partners's BNY Position: Q3 2025 in Review

Proficio Capital Partners sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 2,289 shares — an estimated $209K sold.

Proficio Capital Partners first reported a position in BNY in Q4 2015 and held it in 16 quarters. The position peaked at $209K in Q2 2025. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Proficio Capital Partners reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 2,289 Bank of New York Mellon shares in Q3 2025, an estimated $209K.
  • Proficio Capital Partners first reported a position in Bank of New York Mellon in Q4 2015 and held it in 16 quarters.
  • Proficio Capital Partners's Bank of New York Mellon position peaked at $209K in Q2 2025.
  • 1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.