FFM
BNY

Forum Financial Management’s Bank of New York Mellon BNY Stock Holding History

Forum Financial Management’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 		$1.35M Buy
9,368
+131
+1% +$17.9K 0.02% 112
2026
Q1 		$1.1M Sell
9,237
-13,028
-59% -$1.55M 0.02% 116
2025
Q4 		$2.58M Sell
22,265
-38
-0.2% -$4.21K 0.03% 120
2025
Q3 		$2.43M Buy
22,303
+1,350
+6% +$138K 0.03% 119
2025
Q2 		$1.91M Buy
20,953
+454
+2% +$38.6K 0.03% 130
2025
Q1 		$1.72M Buy
+20,499
New +$1.72M 0.03% 134
2024
Q4 		– Sell
-22,565
Closed -$1.62M – 935
2024
Q3 		$1.62M Sell
22,565
-45
-0.2% -$2.96K 0.03% 132
2024
Q2 		$1.35M Sell
22,610
-44
-0.2% -$2.55K 0.02% 140
2024
Q1 		$1.31M Buy
22,654
+75
+0.3% +$4.13K 0.02% 159
2023
Q4 		$1.18M Buy
22,579
+1
+0% +$46 0.02% 147
2023
Q3 		$963K Buy
22,578
+21
+0.1% +$936 0.02% 168
2023
Q2 		$1M Buy
22,557
+671
+3% +$28.8K 0.02% 161
2023
Q1 		$995K Sell
21,886
-284
-1% -$13.8K 0.03% 143
2022
Q4 		$1.01M Sell
22,170
-39
-0.2% -$1.67K 0.03% 133
2022
Q3 		$855K Hold
22,209
– – 0.04% 130
2022
Q2 		$926K Buy
22,209
+323
+1% +$14.4K 0.05% 130
2022
Q1 		$1.09M Hold
21,886
– – 0.05% 113
2021
Q4 		$1.27M Buy
+21,886
New +$1.26M 0.07% 95

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

Forum Financial Management's BNY Position: Q2 2026 in Review

Forum Financial Management increased its Bank of New York Mellon (BNY) stake by 1.4% in Q2 2026, buying an estimated $17.9K and bringing the position to 9,368 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #112.

Forum Financial Management first reported a position in BNY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.58M in Q4 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Forum Financial Management held 9,368 shares of Bank of New York Mellon worth $1.35M as of Q2 2026.
  • Forum Financial Management bought 131 Bank of New York Mellon shares in Q2 2026, an estimated $17.9K.
  • Bank of New York Mellon made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #112 holding.
  • Forum Financial Management first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Bank of New York Mellon position peaked at $2.58M in Q4 2025.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.