WWA
BNY

Wingate Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Wingate Wealth Advisors’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
-169
Closed -$13K – 129
2024
Q4 		$13K Buy
+169
New +$13.1K 0.01% 323

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

Wingate Wealth Advisors's BNY Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q1 2025, closing a stake of 169 shares — an estimated $13K sold.

Wingate Wealth Advisors first reported a position in BNY in Q4 2024 and held it in 1 quarter. The position peaked at $13K in Q4 2024. 1,502 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Bank of New York Mellon position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 169 Bank of New York Mellon shares in Q1 2025, an estimated $13K.
  • Wingate Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Bank of New York Mellon position peaked at $13K in Q4 2024.
  • 1,502 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.