AMBIA
BNY

Allen Mooney & Barnes Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Allen Mooney & Barnes Investment 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 		– Sell
-2,837
Closed -$337K – 154
2026
Q1 		$337K Hold
2,837
– – 0.05% 123
2025
Q4 		$329K Buy
2,837
+559
+25% +$61.9K 0.05% 128
2025
Q3 		$248K Sell
2,278
-129
-5% -$13.2K 0.04% 138
2025
Q2 		$219K Buy
2,407
+12
+0.5% +$1.02K 0.04% 146
2025
Q1 		$201K Buy
+2,395
New +$201K 0.03% 152

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's BNY Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 2,837 shares — an estimated $337K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in BNY in Q1 2025 and held it in 5 quarters. The position peaked at $337K in Q1 2026. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 2,837 Bank of New York Mellon shares in Q2 2026, an estimated $337K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Bank of New York Mellon in Q1 2025 and held it in 5 quarters.
  • Allen Mooney & Barnes Investment Advisors's Bank of New York Mellon position peaked at $337K in Q1 2026.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.