Sheaff Brock Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Sheaff Brock Investment 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 Q1	$372K	Buy	4,440 +40	+0.9%	+$3.36K	0.03%	299
2024 Q4	$338K	Hold	4,400	–	–	0.03%	313
2024 Q3	$316K	Hold	4,400	–	–	0.03%	324
2024 Q2	$264K	Hold	4,400	–	–	0.02%	342
2024 Q1	$254K	Hold	4,400	–	–	0.02%	388
2023 Q4	$229K	Buy	+4,400	New	+$203K	0.02%	393
2023 Q2	–	Sell	-4,460	Closed	-$203K	–	496
2023 Q1	$203K	Hold	4,460	–	–	0.02%	434
2022 Q4	$203K	Buy	+4,460	New	+$191K	0.02%	414
2022 Q2	–	Sell	-4,460	Closed	-$221K	–	506
2022 Q1	$221K	Hold	4,460	–	–	0.02%	449
2021 Q4	$259K	Hold	4,460	–	–	0.02%	419
2021 Q3	$232K	Hold	4,460	–	–	0.02%	452
2021 Q2	$228K	Buy	4,460 +60	+1%	+$3K	0.02%	435
2021 Q1	$208K	Buy	+4,400	New	+$194K	0.02%	435
2020 Q1	–	Sell	-4,526	Closed	-$228K	–	421
2019 Q4	$228K	Hold	4,526	–	–	0.02%	387
2019 Q3	$205K	Hold	4,526	–	–	0.02%	393
2019 Q2	$200K	Hold	4,526	–	–	0.02%	424
2019 Q1	$228K	Hold	4,526	–	–	0.03%	408
2018 Q4	$213K	Sell	4,526 -38	-0.8%	-$1.84K	0.03%	383
2018 Q3	$233K	Hold	4,564	–	–	0.02%	407
2018 Q2	$246K	Hold	4,564	–	–	0.02%	406
2018 Q1	$235K	Hold	4,564	–	–	0.02%	419
2017 Q4	$246K	Hold	4,564	–	–	0.03%	399
2017 Q3	$242K	Hold	4,564	–	–	0.03%	419
2017 Q2	$233K	Hold	4,564	–	–	0.03%	462
2017 Q1	$216K	Hold	4,564	–	–	0.03%	484
2016 Q4	$216K	Buy	+4,564	New	+$206K	0.03%	495
2016 Q3	–	Sell	-5,138	Closed	-$200K	–	565
2016 Q2	$200K	Sell	5,138 -280	-5%	-$11.1K	0.03%	486
2016 Q1	$200K	Buy	5,418 +250	+5%	+$9.07K	0.02%	492
2015 Q4	$213K	Buy	+5,168	New	+$217K	0.02%	492

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Sheaff Brock Investment Advisors's BNY Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Bank of New York Mellon (BNY) stake by 0.91% in Q1 2025, buying an estimated $3.36K and bringing the position to 4,440 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #299.

Sheaff Brock Investment Advisors first reported a position in BNY in Q4 2015 and has held it in 29 quarters since. 1,503 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

Sheaff Brock Investment Advisors held 4,440 shares of Bank of New York Mellon worth $372K as of Q1 2025.
Sheaff Brock Investment Advisors bought 40 Bank of New York Mellon shares in Q1 2025, an estimated $3.36K.
Bank of New York Mellon made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #299 holding.
Sheaff Brock Investment Advisors first reported a position in Bank of New York Mellon in Q4 2015 and has held it in 29 quarters since.
1,503 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.