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

Founders Financial Securities’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	$809K	Sell	5,594 -2,676	-32%	-$366K	0.04%	329
2026 Q1	$1.06M	Buy	8,270 +184	+2%	+$21.9K	0.06%	277
2025 Q4	$939K	Buy	8,086 +202	+3%	+$22.4K	0.06%	294
2025 Q3	$859K	Buy	7,884 +261	+3%	+$26.6K	0.06%	271
2025 Q2	$695K	Buy	7,623 +229	+3%	+$19.4K	0.05%	289
2025 Q1	$583K	Sell	7,394 -394	-5%	-$33.1K	0.05%	293
2024 Q4	$598K	Sell	7,788 -36	-0.5%	-$2.78K	0.05%	264
2024 Q3	$562K	Sell	7,824 -38	-0.5%	-$2.5K	0.05%	253
2024 Q2	$471K	Buy	7,862 +830	+12%	+$48K	0.04%	294
2024 Q1	$405K	Buy	+7,032	New	+$387K	0.04%	287

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 Securities's BNY Position: Q2 2026 in Review

Founders Financial Securities reduced its Bank of New York Mellon (BNY) stake by 32% in Q2 2026, selling an estimated $366K and leaving 5,594 shares worth $809K. The position accounts for 0.04% of the portfolio, ranked #329.

Founders Financial Securities first reported a position in BNY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q1 2026. 1,882 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Founders Financial Securities held 5,594 shares of Bank of New York Mellon worth $809K as of Q2 2026.
Founders Financial Securities sold 2,676 Bank of New York Mellon shares in Q2 2026, an estimated $366K.
Bank of New York Mellon made up 0.04% of Founders Financial Securities's portfolio in Q2 2026, its #329 holding.
Founders Financial Securities first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 10 quarters since.
Founders Financial Securities's Bank of New York Mellon position peaked at $1.06M in Q1 2026.
1,882 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.