Arax Advisory Partners’s Bank of New York Mellon BNY Stock Holding History

Arax Advisory Partners’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	$8.57M	Buy	59,238 +43,549	+278%	+$5.95M	0.06%	344
2026 Q1	$1.89M	Buy	15,689 +62	+0.4%	+$7.37K	0.05%	287
2025 Q4	$1.81M	Sell	15,627 -18,303	-54%	-$2.03M	0.05%	258
2025 Q3	$3.7M	Buy	33,930 +19,724	+139%	+$2.01M	0.05%	305
2025 Q2	$1.31M	Sell	14,206 -526	-4%	-$44.7K	0.06%	207
2025 Q1	$1.24M	Buy	14,732 +3,114	+27%	+$262K	0.08%	156
2024 Q4	$893K	Buy	11,618 +10,615	+1,058%	+$820K	0.06%	190
2024 Q3	$72.1K	Buy	1,003 +306	+44%	+$20.1K	0.01%	582
2024 Q2	$41.7K	Buy	+697	New	+$40.3K	﹤0.01%	729
2022 Q4	–	Sell	-311	Closed	-$12K	–	1278
2022 Q3	$12K	Hold	311	–	–	﹤0.01%	632
2022 Q2	$13K	Hold	311	–	–	﹤0.01%	612
2022 Q1	$15K	Hold	311	–	–	﹤0.01%	604
2021 Q4	$18K	Hold	311	–	–	﹤0.01%	578
2021 Q3	$16K	Buy	+311	New	+$16.2K	﹤0.01%	574
2020 Q1	–	Sell	-4,000	Closed	-$201K	–	680
2019 Q4	$201K	Hold	4,000	–	–	0.06%	154
2019 Q3	$181K	Sell	4,000 -289	-7%	-$12.9K	0.05%	167
2019 Q2	$189K	Buy	+4,289	New	+$202K	0.06%	147
2018 Q4	$553K	Buy	11,757 +1,131	+11%	+$54.9K	0.22%	56
2018 Q3	$542K	Sell	10,626 -523	-5%	-$27.5K	0.22%	57
2018 Q2	$601K	Buy	11,149 +523	+5%	+$28.9K	0.26%	45
2018 Q1	$547K	Buy	10,626 +10,436	+5,493%	+$581K	0.28%	37
2017 Q4	$10K	Hold	190	–	–	﹤0.01%	326
2017 Q3	$10K	Buy	190 +12	+7%	+$630	﹤0.01%	327
2017 Q2	$9K	Buy	178 +94	+112%	+$4.5K	﹤0.01%	352
2017 Q1	$3K	Hold	84	–	–	﹤0.01%	388
2016 Q4	$4K	Buy	+84	New	+$3.79K	﹤0.01%	375

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

Arax Advisory Partners's BNY Position: Q2 2026 in Review

Arax Advisory Partners increased its Bank of New York Mellon (BNY) stake by 278% in Q2 2026, buying an estimated $5.95M and bringing the position to 59,238 shares worth $8.57M. The position accounts for 0.06% of the portfolio, ranked #344.

Arax Advisory Partners first reported a position in BNY in Q4 2016 and has held it in 26 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Arax Advisory Partners held 59,238 shares of Bank of New York Mellon worth $8.57M as of Q2 2026.
Arax Advisory Partners bought 43,549 Bank of New York Mellon shares in Q2 2026, an estimated $5.95M.
Bank of New York Mellon made up 0.06% of Arax Advisory Partners's portfolio in Q2 2026, its #344 holding.
Arax Advisory Partners first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 26 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.