Hartford Financial Management’s Bank of New York Mellon BNY Stock Holding History

Hartford Financial Management’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	$40.5K	Sell	280 -136	-33%	-$18.6K	0.01%	209
2026 Q1	$49.4K	Sell	416 -55	-12%	-$6.54K	0.01%	194
2025 Q4	$54.7K	Hold	471	–	–	0.01%	183
2025 Q3	$51.3K	Sell	471 -1	-0.2%	-$102	0.01%	182
2025 Q2	$43K	Sell	472 -251	-35%	-$21.3K	0.01%	200
2025 Q1	$60.6K	Buy	723 +219	+43%	+$18.4K	0.01%	199
2024 Q4	$38.7K	Sell	504 -55	-10%	-$4.25K	0.01%	226
2024 Q3	$40.2K	Sell	559 -18	-3%	-$1.18K	0.01%	234
2024 Q2	$34.6K	Sell	577 -84	-13%	-$4.86K	0.01%	239
2024 Q1	$38.1K	Buy	661 +36	+6%	+$1.98K	0.01%	242
2023 Q4	$32.5K	Buy	625 +183	+41%	+$8.43K	0.01%	248
2023 Q3	$18.9K	Buy	+442	New	+$19.7K	﹤0.01%	263
2015 Q4	–	Sell	-88	Closed	-$3K	–	278
2015 Q3	$3K	Hold	88	–	–	﹤0.01%	236
2015 Q2	$3K	Buy	+88	New	+$3.75K	﹤0.01%	253
2015 Q1	–	Sell	-88	Closed	-$3K	–	124
2014 Q4	$3K	Hold	88	–	–	﹤0.01%	238
2014 Q3	$3K	Hold	88	–	–	﹤0.01%	264
2014 Q2	$3K	Buy	+88	New	+$3.04K	﹤0.01%	266
2014 Q1	–	Sell	-1,000	Closed	-$34K	–	266
2013 Q4	$34K	Hold	1,000	–	–	0.02%	158
2013 Q3	$30K	Hold	1,000	–	–	0.02%	170
2013 Q2	$28K	Buy	+1,000	New	+$28.7K	0.02%	170

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

Hartford Financial Management's BNY Position: Q2 2026 in Review

Hartford Financial Management reduced its Bank of New York Mellon (BNY) stake by 33% in Q2 2026, selling an estimated $18.6K and leaving 280 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #209.

Hartford Financial Management first reported a position in BNY in Q2 2013 and has held it in 20 quarters since. The position peaked at $60.6K in Q1 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Hartford Financial Management held 280 shares of Bank of New York Mellon worth $40.5K as of Q2 2026.
Hartford Financial Management sold 136 Bank of New York Mellon shares in Q2 2026, an estimated $18.6K.
Bank of New York Mellon made up 0.01% of Hartford Financial Management's portfolio in Q2 2026, its #209 holding.
Hartford Financial Management first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 20 quarters since.
Hartford Financial Management's Bank of New York Mellon position peaked at $60.6K in Q1 2025.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.