GAFA
BNY

Garton & Associates Financial Advisors’s Bank of New York Mellon BNY Stock Holding History

Garton & Associates 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
Q1 		– Sell
-198
Closed -$22.9K – 185
2025
Q4 		$22.9K Buy
+198
New +$21.9K 0.01% 602

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Garton & Associates Financial Advisors's BNY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 198 shares — an estimated $22.9K sold.

Garton & Associates Financial Advisors first reported a position in BNY in Q4 2025 and held it in 1 quarter. The position peaked at $22.9K in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 198 Bank of New York Mellon shares in Q1 2026, an estimated $22.9K.
  • Garton & Associates Financial Advisors first reported a position in Bank of New York Mellon in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Bank of New York Mellon position peaked at $22.9K in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.