First Pacific Financial’s Bank of New York Mellon BNY Stock Holding History

First Pacific Financial’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 Q3	$7.6M	Sell	52,560 -4,050	-7%	-$636K	0.78%	21
2026 Q2	$8.19M	Sell	56,610 -1,921	-3%	-$263K	0.98%	18
2026 Q1	$6.94M	Sell	58,531 -2,304	-4%	-$274K	0.89%	16
2025 Q4	$7.06M	Sell	60,835 -568	-0.9%	-$62.8K	0.92%	17
2025 Q3	$6.69M	Buy	61,403 +14,183	+30%	+$1.45M	0.93%	18
2025 Q2	$4.3M	Buy	+47,220	New	+$4.01M	0.63%	24

Other funds holding BNY

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

First Pacific Financial's BNY Position: Q3 2026 in Review

First Pacific Financial reduced its Bank of New York Mellon (BNY) stake by 7.2% in Q3 2026, selling an estimated $636K and leaving 52,560 shares worth $7.6M. The position accounts for 0.78% of the portfolio, ranked #21.

First Pacific Financial first reported a position in BNY in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.19M in Q2 2026. 247 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

First Pacific Financial held 52,560 shares of Bank of New York Mellon worth $7.6M as of Q3 2026.
First Pacific Financial sold 4,050 Bank of New York Mellon shares in Q3 2026, an estimated $636K.
Bank of New York Mellon made up 0.78% of First Pacific Financial's portfolio in Q3 2026, its #21 holding.
First Pacific Financial first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 6 quarters since.
First Pacific Financial's Bank of New York Mellon position peaked at $8.19M in Q2 2026.
247 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.