Discontinued — last reported Q1 '18
Bank of New York Mellon Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments remained flat by 0.0% to $368.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 9.5%, from $336.00M to $368.00M. Over 5 years (FY 2020 to FY 2025), Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments shows an upward trend with a 47.3% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates successful investment performance and growth in the value of private holdings, while a decrease suggests stagnation or lack of appreciation.
Represents the cumulative total of upward valuation adjustments applied to equity investments that lack a readily determ...
Standard metric for banks and investment firms that hold significant non-marketable equity stakes.
equity_securities_no_fv_upward_adj| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $59.00M | $114.00M | $158.00M | $204.00M | $280.00M | $283.00M | $283.00M | $283.00M | $288.00M | $288.00M | $335.00M | $335.00M | $336.00M | $336.00M | $336.00M | $348.00M | $366.00M | $368.00M | $368.00M |
| QoQ Change | — | +93.2% | +38.6% | +29.1% | +37.3% | +1.1% | +0.0% | +0.0% | +1.8% | +0.0% | +16.3% | +0.0% | +0.3% | +0.0% | +0.0% | +3.6% | +5.2% | +0.5% | +0.0% |
| YoY Change | — | — | — | — | +374.6% | +148.2% | +79.1% | +38.7% | +2.9% | +1.8% | +18.4% | +18.4% | +16.7% | +16.7% | +0.3% | +3.9% | +8.9% | +9.5% | +9.5% |