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

Aviance Capital 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	$297K	Hold	2,053	–	–	0.03%	328
2026 Q1	$244K	Hold	2,053	–	–	0.03%	338
2025 Q4	$238K	Hold	2,053	–	–	0.03%	336
2025 Q3	$224K	Buy	+2,053	New	+$209K	0.03%	339
2024 Q4	–	Sell	-11,053	Closed	-$794K	–	328
2024 Q3	$794K	Hold	11,053	–	–	0.1%	185
2024 Q2	$662K	Buy	11,053 +53	+0.5%	+$3.07K	0.09%	185
2024 Q1	$634K	Buy	+11,000	New	+$606K	0.09%	189

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

Aviance Capital Partners's BNY Position: Q2 2026 in Review

Aviance Capital Partners held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 2,053 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #328.

Aviance Capital Partners first reported a position in BNY in Q1 2024 and has held it in 7 quarters since. The position peaked at $794K in Q3 2024. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Aviance Capital Partners held 2,053 shares of Bank of New York Mellon worth $297K as of Q2 2026.
Aviance Capital Partners left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.03% of Aviance Capital Partners's portfolio in Q2 2026, its #328 holding.
Aviance Capital Partners first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 7 quarters since.
Aviance Capital Partners's Bank of New York Mellon position peaked at $794K in Q3 2024.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.