Arkadios Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Arkadios Wealth 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	$12.2M	Buy	84,181 +4,244	+5%	+$580K	0.18%	115
2026 Q1	$9.48M	Buy	79,937 +2,907	+4%	+$346K	0.15%	154
2025 Q4	$8.94M	Buy	77,030 +7,517	+11%	+$832K	0.17%	130
2025 Q3	$7.57M	Buy	69,513 +12,808	+23%	+$1.31M	0.18%	126
2025 Q2	$5.17M	Buy	56,705 +3,004	+6%	+$255K	0.15%	151
2025 Q1	$4.5M	Buy	53,701 +1,254	+2%	+$105K	0.17%	135
2024 Q4	$4.03M	Buy	52,447 +47,730	+1,012%	+$3.69M	0.22%	98
2024 Q3	$339K	Buy	+4,717	New	+$310K	0.02%	668
2023 Q2	–	Sell	-4,509	Closed	-$205K	–	613
2023 Q1	$205K	Buy	+4,509	New	+$219K	0.02%	566
2021 Q4	–	Sell	-199	Closed	-$10K	–	712
2021 Q3	$10K	Sell	199 -420	-68%	-$21.8K	﹤0.01%	1431
2021 Q2	$31K	Buy	619 +201	+48%	+$10.1K	﹤0.01%	1107
2021 Q1	$19K	Buy	418 +52	+14%	+$2.29K	﹤0.01%	978
2020 Q4	$15K	Buy	366 +226	+161%	+$8.68K	﹤0.01%	835
2020 Q3	$5.36K	Buy	140 +16	+13%	+$582	﹤0.01%	841
2020 Q2	$4.84K	Buy	124 +32	+35%	+$1.17K	﹤0.01%	785
2020 Q1	$3.1K	Buy	92 +70	+318%	+$2.94K	﹤0.01%	863
2019 Q4	$1.01K	Buy	+22	New	+$1.05K	﹤0.01%	890

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

Arkadios Wealth Advisors's BNY Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 5.3% in Q2 2026, buying an estimated $580K and bringing the position to 84,181 shares worth $12.2M. The position accounts for 0.18% of the portfolio, ranked #115.

Arkadios Wealth Advisors first reported a position in BNY in Q4 2019 and has held it in 17 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Arkadios Wealth Advisors held 84,181 shares of Bank of New York Mellon worth $12.2M as of Q2 2026.
Arkadios Wealth Advisors bought 4,244 Bank of New York Mellon shares in Q2 2026, an estimated $580K.
Bank of New York Mellon made up 0.18% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Arkadios Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 17 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.