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

Fiduciary 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	$398K	Buy	2,751 +146	+6%	+$20K	0.05%	243
2026 Q1	$309K	Sell	2,605 -37	-1%	-$4.4K	0.04%	267
2025 Q4	$307K	Sell	2,642 -61	-2%	-$6.75K	0.04%	256
2025 Q3	$295K	Sell	2,703 -9	-0.3%	-$918	0.05%	247
2025 Q2	$246K	Sell	2,712 -412	-13%	-$35K	0.04%	262
2025 Q1	$239K	Sell	3,124 -3,264	-51%	-$274K	0.05%	241
2024 Q4	$482K	Sell	6,388 -366	-5%	-$28.3K	0.1%	121
2024 Q3	$494K	Buy	6,754 +22	+0.3%	+$1.45K	0.11%	107
2024 Q2	$438K	Buy	+6,732	New	+$390K	0.11%	114

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Fiduciary Financial Group increased its Bank of New York Mellon (BNY) stake by 5.6% in Q2 2026, buying an estimated $20K and bringing the position to 2,751 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #243.

Fiduciary Financial Group first reported a position in BNY in Q2 2024 and has held it in 9 quarters since. The position peaked at $494K in Q3 2024. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Fiduciary Financial Group held 2,751 shares of Bank of New York Mellon worth $398K as of Q2 2026.
Fiduciary Financial Group bought 146 Bank of New York Mellon shares in Q2 2026, an estimated $20K.
Bank of New York Mellon made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #243 holding.
Fiduciary Financial Group first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Bank of New York Mellon position peaked at $494K in Q3 2024.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.