BIA
BNY

Bell Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Bell Investment 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 		$349K Sell
2,413
-142
-6% -$19.4K 0.05% 107
2026
Q1 		$303K Sell
2,555
-5
-0.2% -$595 0.05% 102
2025
Q4 		$297K Buy
2,560
+4
+0.2% +$443 0.05% 102
2025
Q3 		$279K Buy
2,556
+5
+0.2% +$510 0.05% 106
2025
Q2 		$232K Sell
2,551
-3
-0.1% -$255 0.04% 109
2025
Q1 		$214K Buy
2,554
+7
+0.3% +$588 0.04% 108
2024
Q4 		$196K Buy
2,547
+6
+0.2% +$464 0.04% 109
2024
Q3 		$183K Sell
2,541
-11
-0.4% -$723 0.03% 110
2024
Q2 		$153K Hold
2,552
– – 0.03% 116
2024
Q1 		$147K Hold
2,552
– – 0.03% 115
2023
Q4 		$133K Buy
2,552
+892
+54% +$41.1K 0.03% 115
2023
Q3 		$70.8K Buy
1,660
+1,269
+325% +$56.5K 0.02% 147
2023
Q2 		$17.4K Sell
391
-35
-8% -$1.5K ﹤0.01% 340
2023
Q1 		$19.4K Sell
426
-18
-4% -$873 ﹤0.01% 308
2022
Q4 		$20.2K Sell
444
-7
-2% -$300 0.01% 301
2022
Q3 		$17K Sell
451
-12
-3% -$512 0.01% 286
2022
Q2 		$19K Buy
+463
New +$20.6K 0.01% 269
2021
Q4 		$23K Hold
400
– – 0.01% 278
2021
Q3 		$21K Buy
+400
New +$20.8K 0.01% 272

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

Bell Investment Advisors's BNY Position: Q2 2026 in Review

Bell Investment Advisors reduced its Bank of New York Mellon (BNY) stake by 5.6% in Q2 2026, selling an estimated $19.4K and leaving 2,413 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #107.

Bell Investment Advisors first reported a position in BNY in Q3 2021 and has held it in 19 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Bell Investment Advisors held 2,413 shares of Bank of New York Mellon worth $349K as of Q2 2026.
  • Bell Investment Advisors sold 142 Bank of New York Mellon shares in Q2 2026, an estimated $19.4K.
  • Bank of New York Mellon made up 0.05% of Bell Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Bell Investment Advisors first reported a position in Bank of New York Mellon in Q3 2021 and has held it in 19 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.