SC
BNY

Stephens Consulting’s Bank of New York Mellon BNY Stock Holding History

Stephens Consulting’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
-180
Closed -$16.4K – 491
2025
Q2 		$16.4K Sell
180
-24
-12% -$2.04K ﹤0.01% 279
2025
Q1 		$17.1K Sell
204
-88
-30% -$7.39K ﹤0.01% 274
2024
Q4 		$22.4K Buy
+292
New +$22.6K 0.01% 262
2022
Q1 		– Sell
-21
Closed -$1.22K – 574
2021
Q4 		$1.22K Buy
+21
New +$1.21K ﹤0.01% 652

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

Stephens Consulting's BNY Position: Q3 2025 in Review

Stephens Consulting sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 180 shares — an estimated $16.4K sold.

Stephens Consulting first reported a position in BNY in Q4 2021 and held it in 4 quarters. The position peaked at $22.4K in Q4 2024. 1,642 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • Stephens Consulting reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 180 Bank of New York Mellon shares in Q3 2025, an estimated $16.4K.
  • Stephens Consulting first reported a position in Bank of New York Mellon in Q4 2021 and held it in 4 quarters.
  • Stephens Consulting's Bank of New York Mellon position peaked at $22.4K in Q4 2024.
  • 1,642 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.