HHM Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

HHM Wealth 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	$111K	Buy	767 +97	+14%	+$13.3K	0.01%	279
2026 Q1	$79.5K	Hold	670	–	–	0.01%	305
2025 Q4	$77.8K	Hold	670	–	–	0.01%	300
2025 Q3	$73K	Sell	670 -26	-4%	-$2.65K	0.01%	318
2025 Q2	$63.4K	Hold	696	–	–	0.01%	337
2025 Q1	$58.4K	Hold	696	–	–	0.01%	330
2024 Q4	$53.5K	Buy	696 +26	+4%	+$2.01K	0.01%	340
2024 Q3	$48.1K	Hold	670	–	–	0.01%	350
2024 Q2	$40.1K	Hold	670	–	–	0.01%	367
2024 Q1	$38.6K	Hold	670	–	–	0.01%	332
2023 Q4	$34.9K	Hold	670	–	–	0.01%	340
2023 Q3	$28.6K	Hold	670	–	–	0.01%	351
2023 Q2	$29.8K	Hold	670	–	–	0.01%	364
2023 Q1	$30.4K	Hold	670	–	–	0.01%	351
2022 Q4	$30.5K	Hold	670	–	–	0.01%	307
2022 Q3	$26K	Hold	670	–	–	0.01%	314
2022 Q2	$28K	Hold	670	–	–	0.01%	368
2022 Q1	$33K	Sell	670 -630	-48%	-$35.8K	0.01%	363
2021 Q4	$76K	Buy	1,300 +800	+160%	+$46K	0.02%	253
2021 Q3	$26K	Hold	500	–	–	0.01%	379
2021 Q2	$26K	Hold	500	–	–	0.01%	367
2021 Q1	$24K	Hold	500	–	–	0.01%	355
2020 Q4	$21K	Buy	+500	New	+$19.2K	0.01%	346

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

HHM Wealth Advisors's BNY Position: Q2 2026 in Review

HHM Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 14% in Q2 2026, buying an estimated $13.3K and bringing the position to 767 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #279.

HHM Wealth Advisors first reported a position in BNY in Q4 2020 and has held it in 23 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

HHM Wealth Advisors held 767 shares of Bank of New York Mellon worth $111K as of Q2 2026.
HHM Wealth Advisors bought 97 Bank of New York Mellon shares in Q2 2026, an estimated $13.3K.
Bank of New York Mellon made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #279 holding.
HHM Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 23 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.