FIA
BNY

Foundations Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Foundations Investment 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 		$1.45M Buy
9,996
+513
+5% +$70.1K 0.01% 485
2026
Q1 		$1.12M Buy
9,483
+937
+11% +$111K 0.01% 497
2025
Q4 		$992K Sell
8,546
-939
-10% -$104K 0.01% 518
2025
Q3 		$1.03M Buy
9,485
+787
+9% +$80.3K 0.02% 458
2025
Q2 		$792K Sell
8,698
-336
-4% -$28.5K 0.01% 484
2025
Q1 		$758K Buy
9,034
+40
+0.4% +$3.36K 0.01% 469
2024
Q4 		$691K Sell
8,994
-308
-3% -$23.8K 0.01% 472
2024
Q3 		$668K Buy
9,302
+909
+11% +$59.8K 0.01% 446
2024
Q2 		$503K Buy
8,393
+251
+3% +$14.5K 0.01% 496
2024
Q1 		$469K Sell
8,142
-1,187
-13% -$65.4K 0.01% 477
2023
Q4 		$518K Buy
9,329
+600
+7% +$27.6K 0.01% 431
2023
Q3 		$372K Sell
8,729
-6,253
-42% -$279K 0.01% 459
2023
Q2 		$667K Sell
14,982
-4,585
-23% -$197K 0.02% 310
2023
Q1 		$889K Sell
19,567
-216
-1% -$10.5K 0.03% 255
2022
Q4 		$901K Buy
19,783
+5,411
+38% +$232K 0.04% 208
2022
Q3 		$554K Buy
14,372
+6,684
+87% +$285K 0.02% 223
2022
Q2 		$320K Buy
7,688
+467
+6% +$20.8K 0.01% 293
2022
Q1 		$341K Sell
7,221
-92
-1% -$5.23K 0.01% 254
2021
Q4 		$465K Buy
7,313
+198
+3% +$11.4K 0.02% 215
2021
Q3 		$387K Buy
7,115
+157
+2% +$8.16K 0.02% 225
2021
Q2 		$347K Buy
+6,958
New +$348K 0.02% 213
2019
Q1 		– Sell
-3,944
Closed -$208K – 101
2018
Q4 		$208K Sell
3,944
-104
-3% -$5.05K 0.04% 96
2018
Q3 		$206K Buy
4,048
+110
+3% +$5.79K 0.05% 97
2018
Q2 		$212K Buy
+3,938
New +$217K 0.06% 85

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

Foundations Investment Advisors's BNY Position: Q2 2026 in Review

Foundations Investment Advisors increased its Bank of New York Mellon (BNY) stake by 5.4% in Q2 2026, buying an estimated $70.1K and bringing the position to 9,996 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #485.

Foundations Investment Advisors first reported a position in BNY in Q2 2018 and has held it in 24 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Foundations Investment Advisors held 9,996 shares of Bank of New York Mellon worth $1.45M as of Q2 2026.
  • Foundations Investment Advisors bought 513 Bank of New York Mellon shares in Q2 2026, an estimated $70.1K.
  • Bank of New York Mellon made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #485 holding.
  • Foundations Investment Advisors first reported a position in Bank of New York Mellon in Q2 2018 and has held it in 24 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.