Abundance Wealth Counselors’s Bank of New York Mellon BNY Stock Holding History

Abundance Wealth Counselors’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	$996K	Buy	6,889 +3,106	+82%	+$425K	0.06%	138
2026 Q1	$449K	Buy	3,783 +831	+28%	+$98.8K	0.06%	152
2025 Q4	$343K	Buy	2,952 +535	+22%	+$59.2K	0.06%	134
2025 Q3	$263K	Sell	2,417 -200	-8%	-$20.4K	0.05%	141
2025 Q2	$238K	Sell	2,617 -200	-7%	-$17K	0.04%	150
2025 Q1	$236K	Sell	2,817 -323	-10%	-$27.1K	0.05%	138
2024 Q4	$241K	Sell	3,140 -873	-22%	-$67.5K	0.05%	130
2024 Q3	$288K	Sell	4,013 -300	-7%	-$19.7K	0.06%	122
2024 Q2	$258K	Sell	4,313 -300	-7%	-$17.4K	0.12%	65
2024 Q1	$266K	Hold	4,613	–	–	0.06%	123
2023 Q4	$240K	Buy	+4,613	New	+$212K	0.06%	126
2023 Q2	–	Sell	-4,813	Closed	-$219K	–	76
2023 Q1	$219K	Hold	4,813	–	–	0.06%	136
2022 Q4	$219K	Buy	+4,813	New	+$206K	0.06%	132
2022 Q3	–	Sell	-4,813	Closed	-$201K	–	142
2022 Q2	$201K	Hold	4,813	–	–	0.05%	136
2022 Q1	$239K	Hold	4,813	–	–	0.06%	129
2021 Q4	$280K	Buy	+4,813	New	+$277K	0.07%	99
2021 Q3	–	Sell	-6,013	Closed	-$308K	–	54
2021 Q2	$308K	Buy	+6,013	New	+$301K	0.08%	94

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 $3.38T AUM 44.17% 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

Abundance Wealth Counselors's BNY Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Bank of New York Mellon (BNY) stake by 82% in Q2 2026, buying an estimated $425K and bringing the position to 6,889 shares worth $996K. The position accounts for 0.06% of the portfolio, ranked #138.

Abundance Wealth Counselors first reported a position in BNY in Q2 2021 and has held it in 17 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Abundance Wealth Counselors held 6,889 shares of Bank of New York Mellon worth $996K as of Q2 2026.
Abundance Wealth Counselors bought 3,106 Bank of New York Mellon shares in Q2 2026, an estimated $425K.
Bank of New York Mellon made up 0.06% of Abundance Wealth Counselors's portfolio in Q2 2026, its #138 holding.
Abundance Wealth Counselors first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 17 quarters since.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.