Superior Planning, LLC’s Bank of New York Mellon BNY Stock Holding History

Superior Planning, 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 Q3	$55.1K	Buy	+381	New	+$59.9K	0.02%	354

Other funds holding BNY

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's BNY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Bank of New York Mellon (BNY) in Q3 2026: 381 shares worth $55.1K. The stake represents 0.02% of the portfolio and ranks #354 among its holdings.

1,405 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Superior Planning, LLC held 381 shares of Bank of New York Mellon worth $55.1K as of Q3 2026.
Bank of New York Mellon was a new Superior Planning, LLC position in Q3 2026.
Bank of New York Mellon made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #354 holding.
1,405 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.