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

Abound 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 Q2	$3.85K	Sell	27 -43	-61%	-$5.88K	﹤0.01%	646
2026 Q1	$8.31K	Hold	70	–	–	﹤0.01%	594
2025 Q4	$8.13K	Hold	70	–	–	﹤0.01%	545
2025 Q3	$7.63K	Buy	70 +5	+8%	+$510	﹤0.01%	551
2025 Q2	$5.92K	Hold	65	–	–	﹤0.01%	538
2025 Q1	$5.45K	Sell	65 -68	-51%	-$5.71K	﹤0.01%	515
2024 Q4	$10.2K	Buy	133 +4	+3%	+$309	﹤0.01%	381
2024 Q3	$9.27K	Hold	129	–	–	﹤0.01%	430
2024 Q2	$7.72K	Hold	129	–	–	﹤0.01%	411
2024 Q1	$7.43K	Buy	129 +11	+9%	+$606	﹤0.01%	435
2023 Q4	$6.15K	Buy	118 +32	+37%	+$1.47K	﹤0.01%	461
2023 Q3	$3.67K	Sell	86 -12	-12%	-$535	﹤0.01%	527
2023 Q2	$4.38K	Buy	98 +12	+14%	+$515	﹤0.01%	517
2023 Q1	$3.92K	Hold	86	–	–	﹤0.01%	464
2022 Q4	$3.92K	Buy	86 +40	+87%	+$1.72K	﹤0.01%	393
2022 Q3	$1.78K	Buy	+46	New	+$1.96K	﹤0.01%	505

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

Abound Wealth Management's BNY Position: Q2 2026 in Review

Abound Wealth Management reduced its Bank of New York Mellon (BNY) stake by 61% in Q2 2026, selling an estimated $5.88K and leaving 27 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Abound Wealth Management first reported a position in BNY in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.2K in Q4 2024. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Abound Wealth Management held 27 shares of Bank of New York Mellon worth $3.85K as of Q2 2026.
Abound Wealth Management sold 43 Bank of New York Mellon shares in Q2 2026, an estimated $5.88K.
Bank of New York Mellon made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #646 holding.
Abound Wealth Management first reported a position in Bank of New York Mellon in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Bank of New York Mellon position peaked at $10.2K in Q4 2024.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.