Wolf Group Capital Advisors’s Bank of New York Mellon BNY Stock Holding History

Wolf Group Capital 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	$2.32M	Sell	27,621 -7,130	-21%	-$599K	0.78%	38
2024 Q4	$1.55M	Hold	34,751	–	–	0.75%	50
2024 Q3	$1.55M	Buy	34,751 +4,591	+15%	+$302K	0.74%	51
2024 Q2	$1.81M	Sell	30,160 -4,591	-13%	-$266K	0.71%	49
2024 Q1	$1.55M	Hold	34,751	–	–	0.74%	51
2023 Q4	$1.55M	Buy	34,751 +734	+2%	+$33.8K	0.73%	51
2023 Q3	$1.45M	Sell	34,017 -734	-2%	-$32.7K	0.69%	53
2023 Q2	$1.43M	Sell	34,751 -1,166	-3%	-$50K	0.71%	52
2023 Q1	$1.63M	Sell	35,917 -805	-2%	-$39K	0.81%	47
2022 Q4	$1.67M	Buy	+36,722	New	+$1.57M	0.79%	48

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wolf Group Capital Advisors's BNY Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its Bank of New York Mellon (BNY) stake by 21% in Q1 2025, selling an estimated $599K and leaving 27,621 shares worth $2.32M. The position accounts for 0.78% of the portfolio, ranked #38.

Wolf Group Capital Advisors first reported a position in BNY in Q4 2022 and has held it in 10 quarters since. 1,501 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

Wolf Group Capital Advisors held 27,621 shares of Bank of New York Mellon worth $2.32M as of Q1 2025.
Wolf Group Capital Advisors sold 7,130 Bank of New York Mellon shares in Q1 2025, an estimated $599K.
Bank of New York Mellon made up 0.78% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #38 holding.
Wolf Group Capital Advisors first reported a position in Bank of New York Mellon in Q4 2022 and has held it in 10 quarters since.
1,501 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.