Financial Life Planners’s Bank of New York Mellon BNY Stock Holding History

Financial Life Planners’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	$7.23K	Buy	+50	New	+$6.84K	﹤0.01%	248

Other funds holding BNY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Financial Life Planners's BNY Position: Q2 2026 in Review

Financial Life Planners opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 50 shares worth $7.23K. The stake represents ﹤0.01% of the portfolio and ranks #248 among its holdings.

803 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Financial Life Planners held 50 shares of Bank of New York Mellon worth $7.23K as of Q2 2026.
Bank of New York Mellon was a new Financial Life Planners position in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #248 holding.
803 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.