Aaron Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Aaron Wealth Advisors’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	$2.47M	Sell	17,095 -452	-3%	-$71K	0.12%	103
2026 Q2	$2.54M	Buy	17,547 +444	+3%	+$60.7K	0.13%	101
2026 Q1	$2.03M	Buy	17,103 +62	+0.4%	+$7.37K	0.12%	113
2025 Q4	$1.98M	Buy	17,041 +1,642	+11%	+$182K	0.11%	130
2025 Q3	$1.68M	Buy	15,399 +5,652	+58%	+$576K	0.1%	138
2025 Q2	$888K	Buy	9,747 +538	+6%	+$45.7K	0.09%	145
2025 Q1	$772K	Buy	9,209 +515	+6%	+$43.3K	0.09%	152
2024 Q4	$668K	Buy	8,694 +815	+10%	+$63K	0.08%	156
2024 Q3	$566K	Buy	7,879 +2,324	+42%	+$153K	0.07%	178
2024 Q2	$333K	Buy	5,555 +350	+7%	+$20.3K	0.05%	216
2024 Q1	$300K	Buy	5,205 +871	+20%	+$48K	0.04%	224
2023 Q4	$226K	Buy	+4,334	New	+$200K	0.04%	228
2022 Q2	–	Sell	-1,191	Closed	-$59.1K	–	271
2022 Q1	$59.1K	Buy	+1,191	New	+$67.7K	0.01%	389

Other funds holding BNY

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aaron Wealth Advisors's BNY Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Bank of New York Mellon (BNY) stake by 2.6% in Q3 2026, selling an estimated $71K and leaving 17,095 shares worth $2.47M. The position accounts for 0.12% of the portfolio, ranked #103.

Aaron Wealth Advisors first reported a position in BNY in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.54M in Q2 2026. 202 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Aaron Wealth Advisors held 17,095 shares of Bank of New York Mellon worth $2.47M as of Q3 2026.
Aaron Wealth Advisors sold 452 Bank of New York Mellon shares in Q3 2026, an estimated $71K.
Bank of New York Mellon made up 0.12% of Aaron Wealth Advisors's portfolio in Q3 2026, its #103 holding.
Aaron Wealth Advisors first reported a position in Bank of New York Mellon in Q1 2022 and has held it in 13 quarters since.
Aaron Wealth Advisors's Bank of New York Mellon position peaked at $2.54M in Q2 2026.
202 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.