Braun-Bostich & Associates’s Bank of New York Mellon BNY Stock Holding History

Braun-Bostich & Associates’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	$293K	Sell	2,023 -132	-6%	-$18K	0.16%	95
2026 Q1	$256K	Buy	2,155 +28	+1%	+$3.33K	0.16%	98
2025 Q4	$247K	Buy	2,127 +2	+0.1%	+$221	0.15%	104
2025 Q3	$232K	Buy	+2,125	New	+$217K	0.15%	112
2020 Q3	–	Sell	-403	Closed	-$16K	–	235
2020 Q2	$16K	Hold	403	–	–	0.02%	187
2020 Q1	$13K	Hold	403	–	–	0.02%	191
2019 Q4	$21K	Buy	+403	New	+$19.2K	0.02%	189
2019 Q3	–	Sell	-403	Closed	-$18K	–	114
2019 Q2	$18K	Hold	403	–	–	0.02%	238
2019 Q1	$20K	Hold	403	–	–	0.02%	245
2018 Q4	$19K	Hold	403	–	–	0.02%	230
2018 Q3	$21K	Hold	403	–	–	0.02%	227
2018 Q2	$22K	Hold	403	–	–	0.02%	214
2018 Q1	$21K	Hold	403	–	–	0.02%	213
2017 Q4	$22K	Buy	+403	New	+$21.5K	0.02%	215

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

Braun-Bostich & Associates's BNY Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Bank of New York Mellon (BNY) stake by 6.1% in Q2 2026, selling an estimated $18K and leaving 2,023 shares worth $293K. The position accounts for 0.16% of the portfolio, ranked #95.

Braun-Bostich & Associates first reported a position in BNY in Q4 2017 and has held it in 14 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Braun-Bostich & Associates held 2,023 shares of Bank of New York Mellon worth $293K as of Q2 2026.
Braun-Bostich & Associates sold 132 Bank of New York Mellon shares in Q2 2026, an estimated $18K.
Bank of New York Mellon made up 0.16% of Braun-Bostich & Associates's portfolio in Q2 2026, its #95 holding.
Braun-Bostich & Associates first reported a position in Bank of New York Mellon in Q4 2017 and has held it in 14 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.