Univest Financial’s Bank of New York Mellon BNY Stock Holding History

Univest Financial’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	-2,482	Closed	-$208K	–	271
2025 Q1	$208K	Sell	2,482 -2,150	-46%	-$181K	0.01%	267
2024 Q4	$356K	Buy	4,632 +1	+0%	+$77	0.02%	227
2024 Q3	$333K	Buy	+4,631	New	+$305K	0.02%	231
2020 Q1	–	Sell	-8,386	Closed	-$397K	–	111
2019 Q4	$397K	Buy	+8,386	New	+$400K	0.17%	78
2017 Q1	–	Sell	-8,386	Closed	-$397K	–	94
2016 Q4	$397K	Buy	+8,386	New	+$378K	0.17%	78

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Univest Financial's BNY Position: Q2 2025 in Review

Univest Financial sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 2,482 shares — an estimated $208K sold.

Univest Financial first reported a position in BNY in Q4 2016 and held it in 5 quarters. The position peaked at $397K in Q4 2019. 1,555 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

Univest Financial reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
Univest Financial sold 2,482 Bank of New York Mellon shares in Q2 2025, an estimated $208K.
Univest Financial first reported a position in Bank of New York Mellon in Q4 2016 and held it in 5 quarters.
Univest Financial's Bank of New York Mellon position peaked at $397K in Q4 2019.
1,555 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Univest Financial's 13F filing for Q2 2025, filed 4 Aug 2025.