Avanza Fonder’s Bank of New York Mellon BNY Stock Holding History

Avanza Fonder’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	$8.01M	Buy	55,359 +3,620	+7%	+$495K	0.17%	108
2026 Q1	$6.14M	Sell	51,739 -762	-1%	-$90.6K	0.17%	121
2025 Q4	$6.09M	Hold	52,501	–	–	0.15%	130
2025 Q3	$5.72M	Buy	52,501 +5,897	+13%	+$601K	0.15%	121
2025 Q2	$4.25M	Sell	46,604 -6,720	-13%	-$571K	0.13%	144
2025 Q1	$4.49M	Sell	53,324 -770	-1%	-$64.7K	0.15%	129
2024 Q4	$4.16M	Buy	+54,094	New	+$4.18M	0.12%	143

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

Avanza Fonder's BNY Position: Q2 2026 in Review

Avanza Fonder increased its Bank of New York Mellon (BNY) stake by 7% in Q2 2026, buying an estimated $495K and bringing the position to 55,359 shares worth $8.01M. The position accounts for 0.17% of the portfolio, ranked #108.

Avanza Fonder first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Avanza Fonder held 55,359 shares of Bank of New York Mellon worth $8.01M as of Q2 2026.
Avanza Fonder bought 3,620 Bank of New York Mellon shares in Q2 2026, an estimated $495K.
Bank of New York Mellon made up 0.17% of Avanza Fonder's portfolio in Q2 2026, its #108 holding.
Avanza Fonder first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.