Financial Freedom LLC’s Bank of New York Mellon BNY Stock Holding History

Financial Freedom LLC’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	–	Sell	-140	Closed	-$16.6K	–	136
2026 Q1	$16.6K	Hold	140	–	–	0.01%	260
2025 Q4	$16.3K	Hold	140	–	–	0.01%	239
2025 Q3	$15.3K	Hold	140	–	–	0.01%	246
2025 Q2	$12.8K	Hold	140	–	–	0.01%	253
2025 Q1	$11.7K	Hold	140	–	–	0.01%	265
2024 Q4	$10.8K	Hold	140	–	–	0.01%	266
2024 Q3	$10.1K	Hold	140	–	–	0.01%	271
2024 Q2	$8.38K	Hold	140	–	–	﹤0.01%	288
2024 Q1	$8.07K	Hold	140	–	–	﹤0.01%	285
2023 Q4	$7.29K	Buy	140 +78	+126%	+$3.59K	﹤0.01%	287
2023 Q3	$2.64K	Hold	62	–	–	﹤0.01%	334
2023 Q2	$2.76K	Hold	62	–	–	﹤0.01%	344
2023 Q1	$2.82K	Hold	62	–	–	﹤0.01%	342
2022 Q4	$2.82K	Buy	+62	New	+$2.66K	﹤0.01%	338

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

Financial Freedom LLC's BNY Position: Q2 2026 in Review

Financial Freedom LLC sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 140 shares — an estimated $16.6K sold.

Financial Freedom LLC first reported a position in BNY in Q4 2022 and held it in 14 quarters. The position peaked at $16.6K in Q1 2026. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Financial Freedom LLC reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 140 Bank of New York Mellon shares in Q2 2026, an estimated $16.6K.
Financial Freedom LLC first reported a position in Bank of New York Mellon in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's Bank of New York Mellon position peaked at $16.6K in Q1 2026.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.