SO
BNY

Sierra Ocean’s Bank of New York Mellon BNY Stock Holding History

Sierra Ocean’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
-70
Closed -$6.39K – 159
2025
Q2 		$6.39K Hold
70
– – ﹤0.01% 547
2025
Q1 		$5.88K Hold
70
– – ﹤0.01% 546
2024
Q4 		$5.39K Buy
+70
New +$5.41K ﹤0.01% 576

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sierra Ocean's BNY Position: Q3 2025 in Review

Sierra Ocean sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 70 shares — an estimated $6.39K sold.

Sierra Ocean first reported a position in BNY in Q4 2024 and held it in 3 quarters. The position peaked at $6.39K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Sierra Ocean reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 70 Bank of New York Mellon shares in Q3 2025, an estimated $6.39K.
  • Sierra Ocean first reported a position in Bank of New York Mellon in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Bank of New York Mellon position peaked at $6.39K in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.