Taika Capital’s Bank of New York Mellon BNY Stock Holding History

Taika Capital’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 Q1	–	Sell	-4,750	Closed	-$365K	–	9
2024 Q4	$365K	Sell	4,750 -9,577	-67%	-$740K	0.28%	67
2024 Q3	$1.03M	Buy	+14,327	New	+$942K	0.78%	29

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Taika Capital's BNY Position: Q1 2025 in Review

Taika Capital sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 4,750 shares — an estimated $365K sold.

Taika Capital first reported a position in BNY in Q3 2024 and held it in 2 quarters. The position peaked at $1.03M in Q3 2024. 1,502 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

Taika Capital reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
Taika Capital sold 4,750 Bank of New York Mellon shares in Q1 2025, an estimated $365K.
Taika Capital first reported a position in Bank of New York Mellon in Q3 2024 and held it in 2 quarters.
Taika Capital's Bank of New York Mellon position peaked at $1.03M in Q3 2024.
1,502 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Taika Capital's 13F filing for Q1 2025.