Bank of New York Mellon
GARP

Bank of New York Mellon’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Bank of New York Mellon’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
19,200
+1,815
+10% +$138K ﹤0.01% 3090
2026
Q1 		$1.11M Buy
17,385
+11,455
+193% +$777K ﹤0.01% 3144
2025
Q4 		$404K Buy
+5,930
New +$399K ﹤0.01% 3716

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Bank of New York Mellon's GARP Position: Q2 2026 in Review

Bank of New York Mellon increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 10% in Q2 2026, buying an estimated $138K and bringing the position to 19,200 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #3090.

Bank of New York Mellon first reported a position in GARP in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Bank of New York Mellon held 19,200 shares of iShares MSCI USA Quality GARP ETF worth $1.58M as of Q2 2026.
  • Bank of New York Mellon bought 1,815 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $138K.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3090 holding.
  • Bank of New York Mellon first reported a position in iShares MSCI USA Quality GARP ETF in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.