RA
BNY

Rise Advisors’s Bank of New York Mellon BNY Stock Holding History

Rise Advisors’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
-427
Closed -$46.5K – 263
2025
Q3 		$46.5K Buy
427
+9
+2% +$918 0.02% 267
2025
Q2 		$38.1K Sell
418
-51
-11% -$4.33K 0.02% 293
2025
Q1 		$39.3K Buy
469
+138
+42% +$11.6K 0.02% 274
2024
Q4 		$25.4K Buy
331
+2
+0.6% +$155 0.01% 494
2024
Q3 		$23.6K Buy
329
+3
+0.9% +$197 0.01% 572
2024
Q2 		$19.5K Buy
326
+2
+0.6% +$116 0.01% 653
2024
Q1 		$18.7K Buy
+324
New +$17.8K 0.01% 689
2023
Q2 		– Sell
-60
Closed -$2.75K – 693
2023
Q1 		$2.75K Buy
+60
New +$2.91K ﹤0.01% 531

Other funds holding BNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rise Advisors's BNY Position: Q4 2025 in Review

Rise Advisors sold out of Bank of New York Mellon (BNY) in Q4 2025, closing a stake of 427 shares — an estimated $46.5K sold.

Rise Advisors first reported a position in BNY in Q1 2023 and held it in 8 quarters. The position peaked at $46.5K in Q3 2025. 1,761 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

  • Rise Advisors reported no remaining Bank of New York Mellon position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 427 Bank of New York Mellon shares in Q4 2025, an estimated $46.5K.
  • Rise Advisors first reported a position in Bank of New York Mellon in Q1 2023 and held it in 8 quarters.
  • Rise Advisors's Bank of New York Mellon position peaked at $46.5K in Q3 2025.
  • 1,761 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.