Abacus Wealth Partners
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Abacus Wealth Partners’s Bank of New York Mellon BNY Stock Holding History

Abacus Wealth Partners’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 		$612K Sell
4,233
-283
-6% -$44.5K 0.07% 113
2026
Q2 		$653K Sell
4,516
-8,236
-65% -$1.13M 0.07% 115
2026
Q1 		$1.51M Buy
12,752
+586
+5% +$69.7K 0.14% 60
2025
Q4 		$1.41M Buy
+12,166
New +$1.35M 0.14% 66

Other funds holding BNY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Abacus Wealth Partners's BNY Position: Q3 2026 in Review

Abacus Wealth Partners reduced its Bank of New York Mellon (BNY) stake by 6.3% in Q3 2026, selling an estimated $44.5K and leaving 4,233 shares worth $612K. The position accounts for 0.07% of the portfolio, ranked #113.

Abacus Wealth Partners first reported a position in BNY in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q1 2026. 1,260 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Abacus Wealth Partners held 4,233 shares of Bank of New York Mellon worth $612K as of Q3 2026.
  • Abacus Wealth Partners sold 283 Bank of New York Mellon shares in Q3 2026, an estimated $44.5K.
  • Bank of New York Mellon made up 0.07% of Abacus Wealth Partners's portfolio in Q3 2026, its #113 holding.
  • Abacus Wealth Partners first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 4 quarters since.
  • Abacus Wealth Partners's Bank of New York Mellon position peaked at $1.51M in Q1 2026.
  • 1,260 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Abacus Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.