Financial Network Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Financial Network Wealth 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 Q1	–	Sell	-26	Closed	-$3.02K	–	789
2025 Q4	$3.02K	Hold	26	–	–	﹤0.01%	607
2025 Q3	$2.83K	Hold	26	–	–	﹤0.01%	602
2025 Q2	$2.37K	Hold	26	–	–	﹤0.01%	617
2025 Q1	$2.18K	Buy	+26	New	+$2.19K	﹤0.01%	584
2024 Q4	–	Sell	-12	Closed	-$862	–	524
2024 Q3	$862	Buy	+12	New	+$789	﹤0.01%	772

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Network Wealth Advisors's BNY Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 26 shares — an estimated $3.02K sold.

Financial Network Wealth Advisors first reported a position in BNY in Q3 2024 and held it in 5 quarters. The position peaked at $3.02K in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

Financial Network Wealth Advisors reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
Financial Network Wealth Advisors sold 26 Bank of New York Mellon shares in Q1 2026, an estimated $3.02K.
Financial Network Wealth Advisors first reported a position in Bank of New York Mellon in Q3 2024 and held it in 5 quarters.
Financial Network Wealth Advisors's Bank of New York Mellon position peaked at $3.02K in Q4 2025.
1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.