Fiducient Advisors’s Bank of New York Mellon BNY Stock Holding History

Fiducient Advisors’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	-1,458	Closed	-$211K	–	143
2026 Q2	$211K	Buy	+1,458	New	+$199K	0.03%	145
2025 Q4	–	Sell	-2,005	Closed	-$218K	–	173
2025 Q3	$218K	Buy	+2,005	New	+$204K	0.03%	150

Other funds holding BNY

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fiducient Advisors's BNY Position: Q3 2026 in Review

Fiducient Advisors sold out of Bank of New York Mellon (BNY) in Q3 2026, closing a stake of 1,458 shares — an estimated $211K sold.

Fiducient Advisors first reported a position in BNY in Q3 2025 and held it in 2 quarters. The position peaked at $218K in Q3 2025. 1,445 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Fiducient Advisors reported no remaining Bank of New York Mellon position as of Q3 2026 after selling out during the quarter.
Fiducient Advisors sold 1,458 Bank of New York Mellon shares in Q3 2026, an estimated $211K.
Fiducient Advisors first reported a position in Bank of New York Mellon in Q3 2025 and held it in 2 quarters.
Fiducient Advisors's Bank of New York Mellon position peaked at $218K in Q3 2025.
1,445 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Fiducient Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.