Bullock Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Bullock Wealth Management’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	$434K	Buy	+2,974	New	+$407K	0.19%	112

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

Bullock Wealth Management's BNY Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 2,974 shares worth $434K. The stake represents 0.19% of the portfolio and ranks #112 among its holdings.

1,863 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Bullock Wealth Management held 2,974 shares of Bank of New York Mellon worth $434K as of Q2 2026.
Bank of New York Mellon was a new Bullock Wealth Management position in Q2 2026.
Bank of New York Mellon made up 0.19% of Bullock Wealth Management's portfolio in Q2 2026, its #112 holding.
1,863 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.