AFG
BNY

Atomi Financial Group’s Bank of New York Mellon BNY Stock Holding History

Atomi Financial Group’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 		$5.96M Sell
41,221
-215
-0.5% -$29.4K 0.16% 119
2026
Q1 		$4.92M Buy
41,436
+80
+0.2% +$9.51K 0.15% 121
2025
Q4 		$4.8M Buy
41,356
+227
+0.6% +$25.1K 0.14% 117
2025
Q3 		$4.48M Sell
41,129
-1,575
-4% -$161K 0.14% 115
2025
Q2 		$3.89M Sell
42,704
-2,419
-5% -$205K 0.15% 110
2025
Q1 		$3.78M Buy
45,123
+35,761
+382% +$3.01M 0.17% 99
2024
Q4 		$719K Buy
9,362
+873
+10% +$67.5K 0.04% 354
2024
Q3 		$610K Buy
8,489
+1,971
+30% +$130K 0.04% 383
2024
Q2 		$390K Buy
6,518
+1,146
+21% +$66.3K 0.03% 469
2024
Q1 		$310K Buy
5,372
+625
+13% +$34.4K 0.03% 530
2023
Q4 		$247K Buy
+4,747
New +$219K 0.03% 476

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

Atomi Financial Group's BNY Position: Q2 2026 in Review

Atomi Financial Group reduced its Bank of New York Mellon (BNY) stake by 0.52% in Q2 2026, selling an estimated $29.4K and leaving 41,221 shares worth $5.96M. The position accounts for 0.16% of the portfolio, ranked #119.

Atomi Financial Group first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Atomi Financial Group held 41,221 shares of Bank of New York Mellon worth $5.96M as of Q2 2026.
  • Atomi Financial Group sold 215 Bank of New York Mellon shares in Q2 2026, an estimated $29.4K.
  • Bank of New York Mellon made up 0.16% of Atomi Financial Group's portfolio in Q2 2026, its #119 holding.
  • Atomi Financial Group first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.