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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Fiducient Advisors's BNY Position: Q2 2026 in Review

Fiducient Advisors opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,458 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #145 among its holdings. This is a return to the name: Fiducient Advisors previously reported a position in BNY as recently as Q3 2025.

Fiducient Advisors first reported a position in BNY in Q3 2025 and has held it in 2 quarters since. The position peaked at $218K in Q3 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Fiducient Advisors held 1,458 shares of Bank of New York Mellon worth $211K as of Q2 2026.
  • Bank of New York Mellon was a new Fiducient Advisors position in Q2 2026.
  • Bank of New York Mellon made up 0.03% of Fiducient Advisors's portfolio in Q2 2026, its #145 holding.
  • Fiducient Advisors first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 2 quarters since.
  • Fiducient Advisors's Bank of New York Mellon position peaked at $218K in Q3 2025.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.