API
BNY

Asset Planning Inc’s Bank of New York Mellon BNY Stock Holding History

Asset Planning Inc’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 		$5.35K Hold
37
– – ﹤0.01% 275
2026
Q1 		$4.39K Hold
37
– – ﹤0.01% 262
2025
Q4 		$4.29K Hold
37
– – ﹤0.01% 258
2025
Q3 		$4.03K Hold
37
– – ﹤0.01% 258
2025
Q2 		$3.37K Hold
37
– – ﹤0.01% 259
2025
Q1 		$3.1K Hold
37
– – ﹤0.01% 271
2024
Q4 		$2.84K Buy
+37
New +$2.86K ﹤0.01% 278

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

Asset Planning Inc's BNY Position: Q2 2026 in Review

Asset Planning Inc held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 37 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Asset Planning Inc first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Asset Planning Inc held 37 shares of Bank of New York Mellon worth $5.35K as of Q2 2026.
  • Asset Planning Inc left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #275 holding.
  • Asset Planning Inc first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.