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

Wipfli Financial 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
2022 Q3	$149K	Buy	+3,881	New	+$165K	0.01%	549

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wipfli Financial Advisors's BNY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Bank of New York Mellon (BNY) in Q3 2022: 3,881 shares worth $149K. The stake represents 0.01% of the portfolio and ranks #549 among its holdings.

1,029 funds tracked by Wall St. Rank hold BNY as of Q3 2022.

Wipfli Financial Advisors held 3,881 shares of Bank of New York Mellon worth $149K as of Q3 2022.
Bank of New York Mellon was a new Wipfli Financial Advisors position in Q3 2022.
Bank of New York Mellon made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #549 holding.
1,029 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.