Bellars Harris Wealth Management, LLC’s Bank of New York Mellon BNY Stock Holding History

Bellars Harris Wealth Management, LLC’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
2026 Q2	$10.3M	Buy	+71,394	New	+$9.76M	2.1%	9

Other funds holding BNY

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's BNY Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 71,394 shares worth $10.3M. The stake represents 2.1% of the portfolio and ranks #9 among its holdings.

1,032 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Bellars Harris Wealth Management, LLC held 71,394 shares of Bank of New York Mellon worth $10.3M as of Q2 2026.
Bank of New York Mellon was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Bank of New York Mellon made up 2.1% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #9 holding.
1,032 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.