AR
BNY

Apeiron RIA’s Bank of New York Mellon BNY Stock Holding History

Apeiron RIA’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 		$999K Buy
6,909
+2
+0% +$273 0.26% 62
2026
Q1 		$819K Buy
6,907
+2,262
+49% +$269K 0.19% 90
2025
Q4 		$564K Buy
4,645
+73
+2% +$8.08K 0.11% 108
2025
Q3 		$486K Sell
4,572
-1,908
-29% -$195K 0.11% 121
2025
Q2 		$590K Buy
6,480
+39
+0.6% +$3.31K 0.15% 115
2025
Q1 		$540K Sell
6,441
-1,284
-17% -$108K 0.16% 118
2024
Q4 		$594K Buy
+7,725
New +$597K 0.17% 111

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 $3.37T AUM 44.26% 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

Apeiron RIA's BNY Position: Q2 2026 in Review

Apeiron RIA increased its Bank of New York Mellon (BNY) stake by 0.03% in Q2 2026, buying an estimated $273 and bringing the position to 6,909 shares worth $999K. The position accounts for 0.26% of the portfolio, ranked #62.

Apeiron RIA first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Apeiron RIA held 6,909 shares of Bank of New York Mellon worth $999K as of Q2 2026.
  • Apeiron RIA bought 2 Bank of New York Mellon shares in Q2 2026, an estimated $273.
  • Bank of New York Mellon made up 0.26% of Apeiron RIA's portfolio in Q2 2026, its #62 holding.
  • Apeiron RIA first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.