Financial Management Professionals’s Bank of New York Mellon BNY Stock Holding History

Financial Management Professionals’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	$2.6K	Hold	18	–	–	﹤0.01%	758
2026 Q1	$2.13K	Hold	18	–	–	﹤0.01%	724
2025 Q4	$2.09K	Buy	18 +1	+6%	+$111	﹤0.01%	719
2025 Q3	$1.85K	Buy	+17	New	+$1.73K	﹤0.01%	721
2025 Q2	–	Sell	-36	Closed	-$3.02K	–	1024
2025 Q1	$3.02K	Buy	+36	New	+$3.02K	﹤0.01%	693
2024 Q4	–	Sell	-21	Closed	-$2K	–	995
2024 Q3	$2K	Hold	21	–	–	﹤0.01%	729
2024 Q2	$1K	Hold	21	–	–	﹤0.01%	747
2024 Q1	$1K	Hold	21	–	–	﹤0.01%	811
2023 Q4	$1K	Sell	21 -179	-90%	-$8.24K	﹤0.01%	804
2023 Q3	$9K	Buy	200 +16	+9%	+$713	﹤0.01%	496
2023 Q2	$8K	Sell	184 -132	-42%	-$5.66K	﹤0.01%	572
2023 Q1	$14K	Sell	316 -3	-0.9%	-$145	﹤0.01%	493
2022 Q4	$15K	Hold	319	–	–	﹤0.01%	418
2022 Q3	$12K	Buy	319 +14	+5%	+$597	﹤0.01%	441
2022 Q2	$13K	Buy	+305	New	+$13.6K	﹤0.01%	436
2020 Q4	–	Sell	-38	Closed	-$1K	–	635
2020 Q3	$1K	Hold	38	–	–	﹤0.01%	550
2020 Q2	$1K	Buy	+38	New	+$1.39K	﹤0.01%	535
2015 Q3	–	Sell	-157	Closed	-$6K	–	268
2015 Q2	$6K	Buy	157 +1	+0.6%	+$43	﹤0.01%	190
2015 Q1	$6K	Buy	156 +1	+0.6%	+$39	﹤0.01%	205
2014 Q4	$6K	Buy	+155	New	+$6.07K	﹤0.01%	225

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 Management Professionals's BNY Position: Q2 2026 in Review

Financial Management Professionals held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 18 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Financial Management Professionals first reported a position in BNY in Q4 2014 and has held it in 20 quarters since. The position peaked at $15K in Q4 2022. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Financial Management Professionals held 18 shares of Bank of New York Mellon worth $2.6K as of Q2 2026.
Financial Management Professionals left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #758 holding.
Financial Management Professionals first reported a position in Bank of New York Mellon in Q4 2014 and has held it in 20 quarters since.
Financial Management Professionals's Bank of New York Mellon position peaked at $15K in Q4 2022.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.