FPI
BNY

Financial Plan Inc’s Bank of New York Mellon BNY Stock Holding History

Financial Plan Inc’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 		$1.75M Sell
12,107
-190
-2% -$26K 0.17% 38
2026
Q1 		$1.46M Hold
12,297
– – 0.16% 37
2025
Q4 		$1.43M Buy
+12,297
New +$1.36M 0.16% 40

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Plan Inc's BNY Position: Q2 2026 in Review

Financial Plan Inc reduced its Bank of New York Mellon (BNY) stake by 1.5% in Q2 2026, selling an estimated $26K and leaving 12,107 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #38.

Financial Plan Inc first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Financial Plan Inc held 12,107 shares of Bank of New York Mellon worth $1.75M as of Q2 2026.
  • Financial Plan Inc sold 190 Bank of New York Mellon shares in Q2 2026, an estimated $26K.
  • Bank of New York Mellon made up 0.17% of Financial Plan Inc's portfolio in Q2 2026, its #38 holding.
  • Financial Plan Inc first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.