SFGP
BNY

Stonebridge Financial Group (Pennsylvania)’s Bank of New York Mellon BNY Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-306
Closed -$25.7K – 304
2025
Q1 		$25.7K Buy
306
+6
+2% +$504 ﹤0.01% 469
2024
Q4 		$23K Buy
+300
New +$23.2K ﹤0.01% 477

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.37T AUM 24.88% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BNY Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 306 shares — an estimated $25.7K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in BNY in Q4 2024 and held it in 2 quarters. The position peaked at $25.7K in Q1 2025. 1,554 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 306 Bank of New York Mellon shares in Q2 2025, an estimated $25.7K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Bank of New York Mellon in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Bank of New York Mellon position peaked at $25.7K in Q1 2025.
  • 1,554 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.