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BOLTON SECURITIES CORPORATION’s Bank of New York Mellon BNY Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.78M Buy
+16,355
New +$1.67M 0.08% 261
2025
Q1 		$1.42M Buy
+16,884
New +$1.42M 0.08% 264

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 $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BNY Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Bank of New York Mellon (BNY) in Q3 2025: 16,355 shares worth $1.78M. The stake represents 0.08% of the portfolio and ranks #261 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in BNY as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in BNY in Q1 2025 and has held it in 2 quarters since. 1,650 funds tracked by Wall St. Rank hold BNY as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 16,355 shares of Bank of New York Mellon worth $1.78M as of Q3 2025.
  • Bank of New York Mellon was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • Bank of New York Mellon made up 0.08% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #261 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 2 quarters since.
  • 1,650 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.