HFS
BNY

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
Q2 		$8.47M 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 $6.73T 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

Hantz Financial Services's BNY Position: Q2 2026 in Review

Hantz Financial Services reduced its Bank of New York Mellon (BNY) stake by 4.3% in Q2 2026, selling an estimated $362K and leaving 58,604 shares worth $8.47M. The position accounts for 0.11% of the portfolio, ranked #110.

Hantz Financial Services first reported a position in BNY in Q4 2021 and has held it in 19 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Hantz Financial Services held 58,604 shares of Bank of New York Mellon worth $8.47M as of Q2 2026.
  • Hantz Financial Services sold 2,649 Bank of New York Mellon shares in Q2 2026, an estimated $362K.
  • Bank of New York Mellon made up 0.11% of Hantz Financial Services's portfolio in Q2 2026, its #110 holding.
  • Hantz Financial Services first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 19 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.