TI
BNY

TrueMark Investments’s Bank of New York Mellon BNY Stock Holding History

TrueMark Investments’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
-9,312
Closed -$848K – 200
2025
Q2 		$848K Sell
9,312
-41,738
-82% -$3.54M 0.18% 118
2025
Q1 		$4.28M Buy
+51,050
New +$4.29M 1.12% 34

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 $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 $3.37T AUM 44.26% 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

TrueMark Investments's BNY Position: Q3 2025 in Review

TrueMark Investments sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 9,312 shares — an estimated $848K sold.

TrueMark Investments first reported a position in BNY in Q1 2025 and held it in 2 quarters. The position peaked at $4.28M in Q1 2025. 1,644 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • TrueMark Investments reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
  • TrueMark Investments sold 9,312 Bank of New York Mellon shares in Q3 2025, an estimated $848K.
  • TrueMark Investments first reported a position in Bank of New York Mellon in Q1 2025 and held it in 2 quarters.
  • TrueMark Investments's Bank of New York Mellon position peaked at $4.28M in Q1 2025.
  • 1,644 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on TrueMark Investments's 13F filing for Q3 2025, filed 30 Oct 2025.