Founders Financial Alliance’s Bank of New York Mellon BNY Stock Holding History

Founders Financial Alliance’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	$308K	Buy	2,132 +99	+5%	+$13.5K	0.04%	336
2026 Q1	$241K	Buy	2,033 +2	+0.1%	+$238	0.04%	349
2025 Q4	$236K	Buy	2,031 +3	+0.1%	+$332	0.04%	327
2025 Q3	$221K	Buy	+2,028	New	+$207K	0.04%	357
2020 Q4	–	Sell	-2,722	Closed	-$101K	–	526
2020 Q3	$101K	Buy	+2,722	New	+$99.1K	0.06%	263

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

Founders Financial Alliance's BNY Position: Q2 2026 in Review

Founders Financial Alliance increased its Bank of New York Mellon (BNY) stake by 4.9% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,132 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #336.

Founders Financial Alliance first reported a position in BNY in Q3 2020 and has held it in 5 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Founders Financial Alliance held 2,132 shares of Bank of New York Mellon worth $308K as of Q2 2026.
Founders Financial Alliance bought 99 Bank of New York Mellon shares in Q2 2026, an estimated $13.5K.
Bank of New York Mellon made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #336 holding.
Founders Financial Alliance first reported a position in Bank of New York Mellon in Q3 2020 and has held it in 5 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.