Focus Partners Advisor Solutions’s Bank of New York Mellon BNY Stock Holding History

Focus Partners Advisor Solutions’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	$1.13M	Sell	7,799 -5,507	-41%	-$753K	0.01%	537
2026 Q1	$1.58M	Sell	13,306 -1,366	-9%	-$162K	0.02%	418
2025 Q4	$1.7M	Buy	14,672 +838	+6%	+$92.7K	0.02%	348
2025 Q3	$1.52M	Buy	13,834 +3,923	+40%	+$400K	0.02%	398
2025 Q2	$902K	Buy	9,911 +2,252	+29%	+$191K	0.01%	474
2025 Q1	$642K	Buy	7,659 +3,953	+107%	+$332K	0.01%	515
2024 Q4	$285K	Sell	3,706 -2,552	-41%	-$197K	﹤0.01%	619
2024 Q3	$450K	Sell	6,258 -462	-7%	-$30.4K	0.01%	475
2024 Q2	$403K	Buy	6,720 +1,827	+37%	+$106K	0.01%	422
2024 Q1	$282K	Buy	+4,893	New	+$269K	0.01%	484

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

Focus Partners Advisor Solutions's BNY Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Bank of New York Mellon (BNY) stake by 41% in Q2 2026, selling an estimated $753K and leaving 7,799 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #537.

Focus Partners Advisor Solutions first reported a position in BNY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.7M in Q4 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Focus Partners Advisor Solutions held 7,799 shares of Bank of New York Mellon worth $1.13M as of Q2 2026.
Focus Partners Advisor Solutions sold 5,507 Bank of New York Mellon shares in Q2 2026, an estimated $753K.
Bank of New York Mellon made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #537 holding.
Focus Partners Advisor Solutions first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 10 quarters since.
Focus Partners Advisor Solutions's Bank of New York Mellon position peaked at $1.7M in Q4 2025.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.