Back to BNY-PK
Yoffe Investment Management, LLC → BNY-PK
Yoffe Investment Management, LLC BNY-PK Position History
BNY-PK
Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 10.2K | — | — |
| Q2 2026 | $1.5M | 10.2K | — | — |
| Q1 2026 | $1.2M | 10.2K | — | — |
| Q4 2025 | $1.2M | 10.2K | — | — |
Other funds holding BNY-PK
$4.6B
$4.6B
$3.8B
$3.8B
$3.5B
$3.5B
$3.4B
$3.4B
Other Yoffe Investment Management, LLC positions
VGES
$4.3MVANGUARD SMALL-CAP INDEXFUND ETF SHARES
VGES
$4.1MVANGUARD MORNINGSTAR SMALL-CAP ETF
VGES
$3.8MVANGUARD SMALL-CAP INDEXFUND ETF SHARES
VGES
$3.7MVANGUARD SMALL CAP ETF
IBM
$3.5MIBM CORP
IBM
$3.3MIBM CORP
VGES
$3MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$3MVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES