DiNuzzo Private Wealth’s Bank of New York Mellon BNY Stock Holding History

DiNuzzo Private Wealth’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 Q3	$566K	Sell	3,913 -297	-7%	-$46.7K	0.06%	52
2026 Q2	$609K	Buy	4,210 +1	+0%	+$137	0.06%	52
2026 Q1	$499K	Buy	4,209 +2	+0%	+$238	0.05%	53
2025 Q4	$488K	Buy	4,207 +1	+0%	+$111	0.05%	55
2025 Q3	$444K	Buy	4,206 +2	+0%	+$204	0.05%	57
2025 Q2	$383K	Buy	4,204 +32	+0.8%	+$2.72K	0.05%	59
2025 Q1	$350K	Buy	4,172 +5	+0.1%	+$420	0.04%	57
2024 Q4	$320K	Buy	4,167 +2	+0%	+$155	0.04%	60
2024 Q3	$299K	Buy	4,165 +3,071	+281%	+$202K	0.04%	62
2024 Q2	$65.5K	Buy	1,094 +10	+0.9%	+$579	0.01%	91
2024 Q1	$62.5K	Buy	1,084 +707	+188%	+$38.9K	0.01%	86
2023 Q4	$19.6K	Buy	+377	New	+$17.4K	﹤0.01%	132

Other funds holding BNY

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

DiNuzzo Private Wealth's BNY Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Bank of New York Mellon (BNY) stake by 7.1% in Q3 2026, selling an estimated $46.7K and leaving 3,913 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #52.

DiNuzzo Private Wealth first reported a position in BNY in Q4 2023 and has held it in 12 quarters since. The position peaked at $609K in Q2 2026. 523 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

DiNuzzo Private Wealth held 3,913 shares of Bank of New York Mellon worth $566K as of Q3 2026.
DiNuzzo Private Wealth sold 297 Bank of New York Mellon shares in Q3 2026, an estimated $46.7K.
Bank of New York Mellon made up 0.06% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #52 holding.
DiNuzzo Private Wealth first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Bank of New York Mellon position peaked at $609K in Q2 2026.
523 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.