Envestnet Portfolio Solutions
BNY

Envestnet Portfolio Solutions’s Bank of New York Mellon BNY Stock Holding History

Envestnet Portfolio Solutions’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 		$3.52M Buy
24,341
+1,976
+9% +$270K 0.02% 397
2026
Q1 		$2.65M Sell
22,365
-10,963
-33% -$1.3M 0.01% 397
2025
Q4 		$3.87M Buy
33,328
+2,354
+8% +$260K 0.01% 411
2025
Q3 		$3.37M Sell
30,974
-2,259
-7% -$230K 0.01% 425
2025
Q2 		$3.03M Sell
33,233
-13,292
-29% -$1.13M 0.01% 459
2025
Q1 		$3.9M Sell
46,525
-12,367
-21% -$1.04M 0.01% 422
2024
Q4 		$4.52M Buy
58,892
+7,863
+15% +$608K 0.01% 417
2024
Q3 		$3.67M Sell
51,029
-7,820
-13% -$514K 0.01% 479
2024
Q2 		$3.52M Sell
58,849
-10,272
-15% -$594K 0.01% 462
2024
Q1 		$3.98M Buy
69,121
+23,940
+53% +$1.32M 0.02% 438
2023
Q4 		$2.35M Buy
45,181
+3,777
+9% +$174K 0.01% 543
2023
Q3 		$1.77M Buy
+41,404
New +$1.84M 0.01% 575

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions's BNY Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Bank of New York Mellon (BNY) stake by 8.8% in Q2 2026, buying an estimated $270K and bringing the position to 24,341 shares worth $3.52M. The position accounts for 0.02% of the portfolio, ranked #397.

Envestnet Portfolio Solutions first reported a position in BNY in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.52M in Q4 2024. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Envestnet Portfolio Solutions held 24,341 shares of Bank of New York Mellon worth $3.52M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,976 Bank of New York Mellon shares in Q2 2026, an estimated $270K.
  • Bank of New York Mellon made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #397 holding.
  • Envestnet Portfolio Solutions first reported a position in Bank of New York Mellon in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Bank of New York Mellon position peaked at $4.52M in Q4 2024.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.