Donoghue Forlines
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Donoghue Forlines’s Bank of New York Mellon BNY Stock Holding History

Donoghue Forlines’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 		– Sell
-21,580
Closed -$3.12M – 129
2026
Q2 		$3.12M Buy
+21,580
New +$2.95M 0.81% 41
2025
Q4 		– Sell
-20,880
Closed -$2.28M – 119
2025
Q3 		$2.28M Buy
+20,880
New +$2.13M 0.7% 24
2025
Q1 		– Sell
-46,265
Closed -$3.55M – 108
2024
Q4 		$3.55M Buy
+46,265
New +$3.58M 1.19% 8

Other funds holding BNY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Donoghue Forlines's BNY Position: Q3 2026 in Review

Donoghue Forlines sold out of Bank of New York Mellon (BNY) in Q3 2026, closing a stake of 21,580 shares — an estimated $3.12M sold.

Donoghue Forlines first reported a position in BNY in Q4 2024 and held it in 3 quarters. The position peaked at $3.55M in Q4 2024. 1,260 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Donoghue Forlines reported no remaining Bank of New York Mellon position as of Q3 2026 after selling out during the quarter.
  • Donoghue Forlines sold 21,580 Bank of New York Mellon shares in Q3 2026, an estimated $3.12M.
  • Donoghue Forlines first reported a position in Bank of New York Mellon in Q4 2024 and held it in 3 quarters.
  • Donoghue Forlines's Bank of New York Mellon position peaked at $3.55M in Q4 2024.
  • 1,260 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.