EFG
BNY

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

Ethos Financial Group’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 		$641K Buy
4,185
+510
+14% +$69.7K 0.04% 311
2026
Q1 		$436K Buy
3,675
+1,118
+44% +$133K 0.03% 337
2025
Q4 		$297K Sell
2,557
-1,208
-32% -$134K 0.02% 392
2025
Q3 		$410K Sell
3,765
-561
-13% -$57.2K 0.03% 306
2025
Q2 		$390K Buy
+4,326
New +$367K 0.03% 297
2025
Q1 		– Sell
-261
Closed -$20.1K – 450
2024
Q4 		$20.1K Buy
+261
New +$20.2K ﹤0.01% 367

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

Ethos Financial Group's BNY Position: Q2 2026 in Review

Ethos Financial Group increased its Bank of New York Mellon (BNY) stake by 14% in Q2 2026, buying an estimated $69.7K and bringing the position to 4,185 shares worth $641K. The position accounts for 0.04% of the portfolio, ranked #311.

Ethos Financial Group first reported a position in BNY in Q4 2024 and has held it in 6 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Ethos Financial Group held 4,185 shares of Bank of New York Mellon worth $641K as of Q2 2026.
  • Ethos Financial Group bought 510 Bank of New York Mellon shares in Q2 2026, an estimated $69.7K.
  • Bank of New York Mellon made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #311 holding.
  • Ethos Financial Group first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 6 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.