HIA
BNY

HFM Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

HFM Investment 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
Q2 		$21.8K Buy
151
+127
+529% +$17.4K 0.01% 84
2026
Q1 		$2.85K Hold
24
– – ﹤0.01% 194
2025
Q4 		$2.79K Hold
24
– – ﹤0.01% 250
2025
Q3 		$2.62K Hold
24
– – ﹤0.01% 160
2025
Q2 		$2.19K Buy
24
+15
+167% +$1.27K ﹤0.01% 169
2025
Q1 		$755 Buy
+9
New +$756 ﹤0.01% 198

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

HFM Investment Advisors's BNY Position: Q2 2026 in Review

HFM Investment Advisors increased its Bank of New York Mellon (BNY) stake by 529% in Q2 2026, buying an estimated $17.4K and bringing the position to 151 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #84.

HFM Investment Advisors first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • HFM Investment Advisors held 151 shares of Bank of New York Mellon worth $21.8K as of Q2 2026.
  • HFM Investment Advisors bought 127 Bank of New York Mellon shares in Q2 2026, an estimated $17.4K.
  • Bank of New York Mellon made up 0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • HFM Investment Advisors first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.