BFS
BNY

Bare Financial Services’s Bank of New York Mellon BNY Stock Holding History

Bare Financial Services’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 		$23.4K Buy
162
+59
+57% +$8.07K 0.01% 223
2026
Q1 		$12.2K Buy
103
+17
+20% +$2.02K ﹤0.01% 259
2025
Q4 		$9.98K Hold
86
– – ﹤0.01% 250
2025
Q3 		$9.37K Hold
86
– – ﹤0.01% 259
2025
Q2 		$7.83K Buy
86
+62
+258% +$5.26K ﹤0.01% 254
2025
Q1 		$2.01K Buy
+24
New +$2.02K ﹤0.01% 268

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bare Financial Services's BNY Position: Q2 2026 in Review

Bare Financial Services increased its Bank of New York Mellon (BNY) stake by 57% in Q2 2026, buying an estimated $8.07K and bringing the position to 162 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #223.

Bare Financial Services first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Bare Financial Services held 162 shares of Bank of New York Mellon worth $23.4K as of Q2 2026.
  • Bare Financial Services bought 59 Bank of New York Mellon shares in Q2 2026, an estimated $8.07K.
  • Bank of New York Mellon made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #223 holding.
  • Bare Financial Services first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.