SGC
BNY

Slocum, Gordon & Co’s Bank of New York Mellon BNY Stock Holding History

Slocum, Gordon & Co’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
-400
Closed -$36.4K – 63
2025
Q2 		$36.4K Hold
400
– – 0.03% 94
2025
Q1 		$33.5K Sell
400
-100
-20% -$8.4K 0.03% 93
2024
Q4 		$38.4K Hold
500
– – 0.03% 90
2024
Q3 		$35.9K Hold
500
– – 0.01% 91
2024
Q2 		$29.9K Hold
500
– – 0.02% 99
2024
Q1 		$28.8K Hold
500
– – 0.02% 96
2023
Q4 		$26K Buy
+500
New +$23K 0.02% 97

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Slocum, Gordon & Co's BNY Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 400 shares — an estimated $36.4K sold.

Slocum, Gordon & Co first reported a position in BNY in Q4 2023 and held it in 7 quarters. The position peaked at $38.4K in Q4 2024. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Slocum, Gordon & Co reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 400 Bank of New York Mellon shares in Q3 2025, an estimated $36.4K.
  • Slocum, Gordon & Co first reported a position in Bank of New York Mellon in Q4 2023 and held it in 7 quarters.
  • Slocum, Gordon & Co's Bank of New York Mellon position peaked at $38.4K in Q4 2024.
  • 1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.