SFA
BNY

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

Semmax Financial 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
Q2 		$1.03M Sell
10,013
-541
-5% -$45.9K 0.27% 94
2025
Q1 		$907K Sell
10,554
-579
-5% -$48.7K 0.25% 97
2024
Q4 		$967K Sell
11,133
-199
-2% -$15.4K 0.26% 98
2024
Q3 		$883K Sell
11,332
-44
-0.4% -$2.89K 0.24% 93
2024
Q2 		$723K Buy
11,376
+1,162
+11% +$67.2K 0.22% 99
2024
Q1 		$591K Buy
10,214
+189
+2% +$10.4K 0.19% 97
2023
Q4 		$540K Sell
10,025
-294
-3% -$13.5K 0.2% 91
2023
Q3 		$468K Buy
+10,319
New +$460K 0.19% 84
2022
Q4 		$452K Sell
9,095
-659
-7% -$28.3K 0.18% 70
2022
Q3 		$417K Sell
9,754
-835
-8% -$35.6K 0.18% 72
2022
Q2 		$466K Sell
10,589
-384
-3% -$17.1K 0.19% 77
2022
Q1 		$545K Sell
10,973
-1,149
-9% -$65.3K 0.21% 85
2021
Q4 		$704K Sell
12,122
-3,490
-22% -$201K 0.26% 84
2021
Q3 		$809K Sell
15,612
-1,885
-11% -$98K 0.28% 83
2021
Q2 		$896K Buy
17,497
+362
+2% +$18.1K 0.29% 83
2021
Q1 		$810K Buy
17,135
+1,744
+11% +$76.7K 0.29% 85
2020
Q4 		$653K Buy
15,391
+1,223
+9% +$47K 0.27% 84
2020
Q3 		$487K Buy
14,168
+1,565
+12% +$57K 0.23% 84
2020
Q2 		$487K Buy
12,603
+1,846
+17% +$67.5K 0.26% 80
2020
Q1 		$362K Buy
10,757
+1,253
+13% +$52.6K 0.23% 80
2019
Q4 		$478K Buy
9,504
+719
+8% +$34.3K 0.26% 70
2019
Q3 		$397K Buy
8,785
+1,285
+17% +$57.2K 0.24% 69
2019
Q2 		$331K Buy
7,500
+3,475
+86% +$163K 0.21% 74
2019
Q1 		$203K Buy
4,025
+1,763
+78% +$90.9K 0.14% 123
2018
Q4 		$106K Buy
+2,262
New +$110K 0.08% 151

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Semmax Financial Advisors's BNY Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Bank of New York Mellon (BNY) stake by 5.1% in Q2 2025, selling an estimated $45.9K and leaving 10,013 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #94.

Semmax Financial Advisors first reported a position in BNY in Q4 2018 and has held it in 25 quarters since. 1,551 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Semmax Financial Advisors held 10,013 shares of Bank of New York Mellon worth $1.03M as of Q2 2025.
  • Semmax Financial Advisors sold 541 Bank of New York Mellon shares in Q2 2025, an estimated $45.9K.
  • Bank of New York Mellon made up 0.27% of Semmax Financial Advisors's portfolio in Q2 2025, its #94 holding.
  • Semmax Financial Advisors first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 25 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.