Hantz Financial Services
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Hantz Financial Services’s Bank of New York Mellon BNY Stock Holding History

Hantz Financial Services’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
Q3 		$8.14M Sell
56,303
-2,301
-4% -$361K 0.11% 102
2026
Q2 		$8.48M Sell
58,604
-2,649
-4% -$362K 0.11% 110
2026
Q1 		$7.27M Sell
61,253
-1,366
-2% -$162K 0.11% 129
2025
Q4 		$7.27M Sell
62,619
-1,670
-3% -$185K 0.11% 142
2025
Q3 		$7M Sell
64,289
-2,436
-4% -$248K 0.11% 172
2025
Q2 		$6.08M Sell
66,725
-2,215
-3% -$188K 0.1% 194
2025
Q1 		$5.78M Sell
68,940
-1,882
-3% -$158K 0.1% 191
2024
Q4 		$5.44M Sell
70,822
-2,261
-3% -$175K 0.09% 202
2024
Q3 		$5.25M Sell
73,083
-1,703
-2% -$112K 0.09% 211
2024
Q2 		$4.48M Sell
74,786
-2,961
-4% -$171K 0.09% 226
2024
Q1 		$4.48M Sell
77,747
-4,657
-6% -$256K 0.09% 232
2023
Q4 		$4.29M Sell
82,404
-5,808
-7% -$267K 0.09% 230
2023
Q3 		$3.76M Buy
88,212
+1,714
+2% +$76.4K 0.1% 223
2023
Q2 		$3.85M Buy
86,498
+565
+0.7% +$24.2K 0.1% 227
2023
Q1 		$3.9M Buy
85,933
+2,588
+3% +$125K 0.11% 213
2022
Q4 		$3.79M Buy
83,345
+3,596
+5% +$154K 0.11% 208
2022
Q3 		$3.07M Buy
79,749
+2,564
+3% +$109K 0.11% 217
2022
Q2 		$3.22M Buy
77,185
+3,633
+5% +$162K 0.11% 212
2022
Q1 		$3.65M Buy
73,552
+6,243
+9% +$355K 0.11% 214
2021
Q4 		$3.91M Buy
+67,309
New +$3.87M 0.11% 199

Other funds holding BNY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hantz Financial Services's BNY Position: Q3 2026 in Review

Hantz Financial Services reduced its Bank of New York Mellon (BNY) stake by 3.9% in Q3 2026, selling an estimated $361K and leaving 56,303 shares worth $8.14M. The position accounts for 0.11% of the portfolio, ranked #102.

Hantz Financial Services first reported a position in BNY in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.48M in Q2 2026. 1,665 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Hantz Financial Services held 56,303 shares of Bank of New York Mellon worth $8.14M as of Q3 2026.
  • Hantz Financial Services sold 2,301 Bank of New York Mellon shares in Q3 2026, an estimated $361K.
  • Bank of New York Mellon made up 0.11% of Hantz Financial Services's portfolio in Q3 2026, its #102 holding.
  • Hantz Financial Services first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 20 quarters since.
  • Hantz Financial Services's Bank of New York Mellon position peaked at $8.48M in Q2 2026.
  • 1,665 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.