BPA
BNY

Beacon Pointe Advisors’s Bank of New York Mellon BNY Stock Holding History

Beacon Pointe Advisors’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 		$2.35M Sell
16,232
-1,653
-9% -$226K 0.01% 712
2026
Q1 		$2.12M Buy
17,885
+5,256
+42% +$625K 0.01% 710
2025
Q4 		$1.47M Sell
12,629
-3,583
-22% -$396K 0.01% 706
2025
Q3 		$1.77M Buy
16,212
+2,628
+19% +$268K 0.02% 579
2025
Q2 		$1.24M Sell
13,584
-243
-2% -$20.6K 0.01% 602
2025
Q1 		$1.16M Buy
13,827
+251
+2% +$21.1K 0.01% 600
2024
Q4 		$1.04M Buy
13,576
+4,528
+50% +$350K 0.01% 623
2024
Q3 		$650K Sell
9,048
-788
-8% -$51.8K 0.01% 760
2024
Q2 		$589K Sell
9,836
-8,113
-45% -$469K 0.01% 819
2024
Q1 		$1.03M Buy
17,949
+7,943
+79% +$437K 0.01% 676
2023
Q4 		$521K Sell
10,006
-352
-3% -$16.2K 0.01% 886
2023
Q3 		$442K Buy
10,358
+1,631
+19% +$72.7K 0.01% 925
2023
Q2 		$389K Sell
8,727
-794
-8% -$34.1K 0.01% 797
2023
Q1 		$433K Buy
9,521
+913
+11% +$44.3K 0.01% 810
2022
Q4 		$392K Sell
8,608
-386
-4% -$16.6K 0.01% 772
2022
Q3 		$344K Sell
8,994
-829
-8% -$35.3K 0.01% 758
2022
Q2 		$407K Sell
9,823
-8,139
-45% -$363K 0.01% 717
2022
Q1 		$891K Buy
17,962
+11,376
+173% +$647K 0.01% 656
2021
Q4 		$383K Sell
6,586
-1,829
-22% -$105K 0.01% 643
2021
Q3 		$436K Buy
8,415
+3,858
+85% +$201K 0.01% 576
2021
Q2 		$233K Buy
+4,557
New +$228K 0.01% 743

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

Beacon Pointe Advisors's BNY Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Bank of New York Mellon (BNY) stake by 9.2% in Q2 2026, selling an estimated $226K and leaving 16,232 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #712.

Beacon Pointe Advisors first reported a position in BNY in Q2 2021 and has held it in 21 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Beacon Pointe Advisors held 16,232 shares of Bank of New York Mellon worth $2.35M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,653 Bank of New York Mellon shares in Q2 2026, an estimated $226K.
  • Bank of New York Mellon made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #712 holding.
  • Beacon Pointe Advisors first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 21 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.