SMART Wealth’s Bank of New York Mellon BNY Stock Holding History

SMART Wealth’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	–	Sell	-3,431	Closed	-$288K	–	172
2025 Q1	$288K	Buy	+3,431	New	+$288K	0.1%	128

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

SMART Wealth's BNY Position: Q2 2025 in Review

SMART Wealth sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 3,431 shares — an estimated $288K sold.

SMART Wealth first reported a position in BNY in Q1 2025 and held it in 1 quarter. The position peaked at $288K in Q1 2025. 1,552 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

SMART Wealth reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
SMART Wealth sold 3,431 Bank of New York Mellon shares in Q2 2025, an estimated $288K.
SMART Wealth first reported a position in Bank of New York Mellon in Q1 2025 and held it in 1 quarter.
SMART Wealth's Bank of New York Mellon position peaked at $288K in Q1 2025.
1,552 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.