FFA
BNY

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

Fortune Financial 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
Q2 		$390K Hold
2,700
– – 0.17% 116
2026
Q1 		$320K Buy
+2,700
New +$321K 0.16% 113

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

Fortune Financial Advisors's BNY Position: Q2 2026 in Review

Fortune Financial Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 2,700 shares worth $390K. The position accounts for 0.17% of the portfolio, ranked #116.

Fortune Financial Advisors first reported a position in BNY in Q1 2026 and has held it in 2 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Fortune Financial Advisors held 2,700 shares of Bank of New York Mellon worth $390K as of Q2 2026.
  • Fortune Financial Advisors left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.17% of Fortune Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • Fortune Financial Advisors first reported a position in Bank of New York Mellon in Q1 2026 and has held it in 2 quarters since.
  • 1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.