CogentBlue Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

CogentBlue Wealth 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	$206K	Buy	+1,424	New	+$195K	0.12%	98

Other funds holding BNY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CogentBlue Wealth Advisors's BNY Position: Q2 2026 in Review

CogentBlue Wealth Advisors opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,424 shares worth $206K. The stake represents 0.12% of the portfolio and ranks #98 among its holdings.

405 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

CogentBlue Wealth Advisors held 1,424 shares of Bank of New York Mellon worth $206K as of Q2 2026.
Bank of New York Mellon was a new CogentBlue Wealth Advisors position in Q2 2026.
Bank of New York Mellon made up 0.12% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #98 holding.
405 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.