Riggs Asset Management’s Bank of New York Mellon BNY Stock Holding History

Riggs Asset Management’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	-23	Closed	-$2.1K	–	217
2025 Q2	$2.1K	Hold	23	–	–	﹤0.01%	642
2025 Q1	$1.93K	Hold	23	–	–	﹤0.01%	403
2024 Q4	$1.77K	Hold	23	–	–	﹤0.01%	385
2024 Q3	$1.65K	Hold	23	–	–	﹤0.01%	389
2024 Q2	$1.38K	Buy	+23	New	+$1.33K	﹤0.01%	400
2020 Q4	–	Sell	-10,059	Closed	-$2.57M	–	277
2020 Q3	$2.57M	Buy	10,059 +9,776	+3,454%	+$356K	1.08%	28
2020 Q2	$10K	Hold	283	–	–	﹤0.01%	170
2020 Q1	$9K	Hold	283	–	–	0.01%	169
2019 Q4	$14K	Hold	283	–	–	0.01%	184
2019 Q3	$12K	Buy	+283	New	+$12.6K	0.01%	171
2015 Q3	–	Sell	-283	Closed	-$12K	–	254
2015 Q2	$12K	Hold	283	–	–	0.01%	212
2015 Q1	$11K	Hold	283	–	–	0.01%	207
2014 Q4	$11K	Hold	283	–	–	0.01%	209
2014 Q3	$11K	Buy	+283	New	+$11K	0.01%	202

Other funds holding BNY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Riggs Asset Management's BNY Position: Q3 2025 in Review

Riggs Asset Management sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 23 shares — an estimated $2.1K sold.

Riggs Asset Management first reported a position in BNY in Q3 2014 and held it in 14 quarters. The position peaked at $2.57M in Q3 2020. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

Riggs Asset Management reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 23 Bank of New York Mellon shares in Q3 2025, an estimated $2.1K.
Riggs Asset Management first reported a position in Bank of New York Mellon in Q3 2014 and held it in 14 quarters.
Riggs Asset Management's Bank of New York Mellon position peaked at $2.57M in Q3 2020.
1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.