Fortitude Advisory Group’s Bank of New York Mellon BNY Stock Holding History

Fortitude Advisory Group’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	$764K	Hold	5,280	–	–	0.29%	76
2026 Q1	$626K	Hold	5,280	–	–	0.28%	74
2025 Q4	$613K	Hold	5,280	–	–	0.26%	67
2025 Q3	$575K	Hold	5,280	–	–	0.31%	68
2025 Q2	$481K	Hold	5,280	–	–	0.27%	73
2025 Q1	$400K	Hold	5,280	–	–	0.29%	73
2024 Q4	$406K	Hold	5,280	–	–	0.24%	83
2024 Q3	$379K	Hold	5,280	–	–	0.24%	99
2024 Q2	$316K	Hold	5,280	–	–	0.19%	115
2024 Q1	$304K	Buy	+5,280	New	+$291K	0.17%	130

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

Fortitude Advisory Group's BNY Position: Q2 2026 in Review

Fortitude Advisory Group held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 5,280 shares worth $764K. The position accounts for 0.29% of the portfolio, ranked #76.

Fortitude Advisory Group first reported a position in BNY in Q1 2024 and has held it in 10 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Fortitude Advisory Group held 5,280 shares of Bank of New York Mellon worth $764K as of Q2 2026.
Fortitude Advisory Group left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.29% of Fortitude Advisory Group's portfolio in Q2 2026, its #76 holding.
Fortitude Advisory Group first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 10 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.