TCM
BNY

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

TAM Capital Management’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
-481,596
Closed -$37M – 5
2024
Q4 		$37M Sell
481,596
-40,003
-8% -$3.09M 13.42% 3
2024
Q3 		$37.5M Sell
521,599
-68,950
-12% -$4.53M 16.4% 2
2024
Q2 		$35.4M Buy
590,549
+223
+0% +$12.9K 21.23% 2
2024
Q1 		$34M Buy
590,326
+426,101
+259% +$23.5M 28.28% 1
2023
Q4 		$8.55M Sell
164,225
-40,420
-20% -$1.86M 5.7% 6
2023
Q3 		$8.73M Sell
204,645
-306,807
-60% -$13.7M 5.76% 6
2023
Q2 		$22.8M Sell
511,452
-162,333
-24% -$6.97M 18.29% 3
2023
Q1 		$303K Buy
673,785
+135,908
+25% +$6.59M 25.74% 3
2022
Q4 		$24.5M Buy
+537,877
New +$23.1M 19.02% 2

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TAM Capital Management's BNY Position: Q1 2025 in Review

TAM Capital Management sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 481,596 shares — an estimated $37M sold.

TAM Capital Management first reported a position in BNY in Q4 2022 and held it in 9 quarters. The position peaked at $37.5M in Q3 2024. 1,502 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

  • TAM Capital Management reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
  • TAM Capital Management sold 481,596 Bank of New York Mellon shares in Q1 2025, an estimated $37M.
  • TAM Capital Management first reported a position in Bank of New York Mellon in Q4 2022 and held it in 9 quarters.
  • TAM Capital Management's Bank of New York Mellon position peaked at $37.5M in Q3 2024.
  • 1,502 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on TAM Capital Management's 13F filing for Q1 2025, filed 16 May 2025.