Downshift Financial’s Bank of New York Mellon BNY Stock Holding History

Downshift Financial’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	$11K	Buy	+76	New	+$11.9K	﹤0.01%	302

Other funds holding BNY

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Downshift Financial's BNY Position: Q3 2026 in Review

Downshift Financial opened a new position in Bank of New York Mellon (BNY) in Q3 2026: 76 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #302 among its holdings.

404 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Downshift Financial held 76 shares of Bank of New York Mellon worth $11K as of Q3 2026.
Bank of New York Mellon was a new Downshift Financial position in Q3 2026.
Bank of New York Mellon made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #302 holding.
404 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.