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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aaron Wealth Advisors's BNY Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 2.6% in Q2 2026, buying an estimated $60.7K and bringing the position to 17,547 shares worth $2.54M. The position accounts for 0.13% of the portfolio, ranked #101.

Aaron Wealth Advisors first reported a position in BNY in Q1 2022 and has held it in 12 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Aaron Wealth Advisors held 17,547 shares of Bank of New York Mellon worth $2.54M as of Q2 2026.
Aaron Wealth Advisors bought 444 Bank of New York Mellon shares in Q2 2026, an estimated $60.7K.
Bank of New York Mellon made up 0.13% of Aaron Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Aaron Wealth Advisors first reported a position in Bank of New York Mellon in Q1 2022 and has held it in 12 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.