AAF Wealth Management
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AAF Wealth Management’s Bank of New York Mellon BNY Stock Holding History

AAF Wealth Management’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 		$248K Sell
1,714
-253
-13% -$39.7K 0.09% 53
2026
Q2 		$284K Buy
+1,967
New +$269K 0.1% 45

Other funds holding BNY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AAF Wealth Management's BNY Position: Q3 2026 in Review

AAF Wealth Management reduced its Bank of New York Mellon (BNY) stake by 13% in Q3 2026, selling an estimated $39.7K and leaving 1,714 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #53.

AAF Wealth Management first reported a position in BNY in Q2 2026 and has held it in 2 quarters since. The position peaked at $284K in Q2 2026. 1,159 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • AAF Wealth Management held 1,714 shares of Bank of New York Mellon worth $248K as of Q3 2026.
  • AAF Wealth Management sold 253 Bank of New York Mellon shares in Q3 2026, an estimated $39.7K.
  • Bank of New York Mellon made up 0.09% of AAF Wealth Management's portfolio in Q3 2026, its #53 holding.
  • AAF Wealth Management first reported a position in Bank of New York Mellon in Q2 2026 and has held it in 2 quarters since.
  • AAF Wealth Management's Bank of New York Mellon position peaked at $284K in Q2 2026.
  • 1,159 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.