Ausdal Financial Partners’s Bank of New York Mellon BNY Stock Holding History

Ausdal Financial 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	$1.57M	Sell	10,835 -118	-1%	-$16.1K	0.06%	288
2026 Q1	$1.3M	Sell	10,953 -717	-6%	-$85.3K	0.06%	312
2025 Q4	$1.35M	Buy	11,670 +249	+2%	+$27.6K	0.06%	292
2025 Q3	$1.24M	Sell	11,421 -601	-5%	-$61.3K	0.06%	314
2025 Q2	$1.1M	Sell	12,022 -727	-6%	-$61.7K	0.07%	246
2025 Q1	$1.07M	Buy	12,749 +9,429	+284%	+$792K	0.08%	232
2024 Q4	$255K	Buy	3,320 +32	+1%	+$2.47K	0.02%	493
2024 Q3	$236K	Buy	+3,288	New	+$216K	0.02%	464
2018 Q4	–	Sell	-5,806	Closed	-$296K	–	259
2018 Q3	$296K	Buy	5,806 +433	+8%	+$22.8K	0.08%	281
2018 Q2	$290K	Hold	5,373	–	–	0.09%	286
2018 Q1	$277K	Buy	+5,373	New	+$299K	0.1%	266
2016 Q1	–	Sell	-5,468	Closed	-$225K	–	303
2015 Q4	$225K	Buy	+5,468	New	+$230K	0.11%	195

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

Ausdal Financial Partners's BNY Position: Q2 2026 in Review

Ausdal Financial Partners reduced its Bank of New York Mellon (BNY) stake by 1.1% in Q2 2026, selling an estimated $16.1K and leaving 10,835 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #288.

Ausdal Financial Partners first reported a position in BNY in Q4 2015 and has held it in 12 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Ausdal Financial Partners held 10,835 shares of Bank of New York Mellon worth $1.57M as of Q2 2026.
Ausdal Financial Partners sold 118 Bank of New York Mellon shares in Q2 2026, an estimated $16.1K.
Bank of New York Mellon made up 0.06% of Ausdal Financial Partners's portfolio in Q2 2026, its #288 holding.
Ausdal Financial Partners first reported a position in Bank of New York Mellon in Q4 2015 and has held it in 12 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.