Apella Capital’s Bank of New York Mellon BNY Stock Holding History

Apella Capital’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	$1.08M	Sell	7,057 -85	-1%	-$11.6K	0.02%	360
2026 Q1	$965K	Buy	7,142 +2,442	+52%	+$290K	0.01%	370
2025 Q4	$546K	Buy	4,700 +78	+2%	+$8.63K	0.01%	343
2025 Q3	$493K	Buy	4,622 +1,325	+40%	+$135K	0.01%	327
2025 Q2	$307K	Buy	3,297 +59	+2%	+$5.01K	0.01%	347
2025 Q1	$257K	Buy	+3,238	New	+$272K	0.01%	336
2022 Q4	–	Sell	-7,627	Closed	-$294K	–	236
2022 Q3	$294K	Buy	7,627 +5	+0.1%	+$213	0.03%	176
2022 Q2	$318K	Buy	7,622 +293	+4%	+$13.1K	0.04%	174
2022 Q1	$364K	Sell	7,329 -498	-6%	-$28.3K	0.05%	147
2021 Q4	$455K	Sell	7,827 -41	-0.5%	-$2.36K	0.06%	133
2021 Q3	$408K	Sell	7,868 -443	-5%	-$23K	0.06%	141
2021 Q2	$426K	Buy	8,311 +989	+14%	+$49.5K	0.07%	147
2021 Q1	$346K	Sell	7,322 -453	-6%	-$19.9K	0.11%	97
2020 Q4	$330K	Sell	7,775 -1,248	-14%	-$47.9K	0.12%	101
2020 Q3	$310K	Hold	9,023	–	–	0.12%	99
2020 Q2	$349K	Hold	9,023	–	–	0.16%	91
2020 Q1	$304K	Buy	+9,023	New	+$379K	0.18%	84

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

Apella Capital's BNY Position: Q2 2026 in Review

Apella Capital reduced its Bank of New York Mellon (BNY) stake by 1.2% in Q2 2026, selling an estimated $11.6K and leaving 7,057 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #360.

Apella Capital first reported a position in BNY in Q1 2020 and has held it in 17 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Apella Capital held 7,057 shares of Bank of New York Mellon worth $1.08M as of Q2 2026.
Apella Capital sold 85 Bank of New York Mellon shares in Q2 2026, an estimated $11.6K.
Bank of New York Mellon made up 0.02% of Apella Capital's portfolio in Q2 2026, its #360 holding.
Apella Capital first reported a position in Bank of New York Mellon in Q1 2020 and has held it in 17 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.