Avestar Capital’s Bank of New York Mellon BNY Stock Holding History

Avestar Capital’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	$675K	Sell	4,666 -450	-9%	-$61.5K	0.04%	313
2026 Q1	$607K	Buy	5,116 +227	+5%	+$27K	0.04%	311
2025 Q4	$568K	Sell	4,889 -62	-1%	-$6.86K	0.04%	319
2025 Q3	$539K	Sell	4,951 -1,424	-22%	-$145K	0.04%	327
2025 Q2	$581K	Buy	6,375 +1,879	+42%	+$160K	0.04%	302
2025 Q1	$377K	Sell	4,496 -513	-10%	-$43.1K	0.03%	332
2024 Q4	$385K	Sell	5,009 -3	-0.1%	-$232	0.03%	333
2024 Q3	$360K	Sell	5,012 -570	-10%	-$37.5K	0.04%	301
2024 Q2	$334K	Buy	5,582 +919	+20%	+$53.2K	0.03%	318
2024 Q1	$269K	Buy	+4,663	New	+$257K	0.03%	365
2019 Q3	–	Sell	-402	Closed	-$15K	–	246
2019 Q2	$15K	Sell	402 -142	-26%	-$6.67K	0.01%	440
2019 Q1	$24K	Sell	544 -13	-2%	-$670	0.02%	362
2018 Q4	$20K	Buy	557 +47	+9%	+$2.28K	0.01%	337
2018 Q3	$23K	Sell	510 -122	-19%	-$6.42K	0.01%	351
2018 Q2	$30K	Buy	632 +124	+24%	+$6.84K	0.02%	316
2018 Q1	$22K	Buy	508 +96	+23%	+$5.34K	0.01%	322
2017 Q4	$19K	Buy	+412	New	+$21.9K	0.01%	351

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

Avestar Capital's BNY Position: Q2 2026 in Review

Avestar Capital reduced its Bank of New York Mellon (BNY) stake by 8.8% in Q2 2026, selling an estimated $61.5K and leaving 4,666 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #313.

Avestar Capital first reported a position in BNY in Q4 2017 and has held it in 17 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Avestar Capital held 4,666 shares of Bank of New York Mellon worth $675K as of Q2 2026.
Avestar Capital sold 450 Bank of New York Mellon shares in Q2 2026, an estimated $61.5K.
Bank of New York Mellon made up 0.04% of Avestar Capital's portfolio in Q2 2026, its #313 holding.
Avestar Capital first reported a position in Bank of New York Mellon in Q4 2017 and has held it in 17 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.