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

HORAN Wealth’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 		$335K Buy
2,315
+130
+6% +$20.4K 0.03% 221
2026
Q2 		$316K Hold
2,185
– – 0.04% 173
2026
Q1 		$259K Buy
2,185
+70
+3% +$8.32K 0.02% 171
2025
Q4 		$246K Sell
2,115
-372
-15% -$41.2K 0.04% 160
2025
Q3 		$271K Hold
2,487
– – 0.04% 163
2025
Q2 		$227K Buy
+2,487
New +$211K 0.07% 111

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

HORAN Wealth's BNY Position: Q3 2026 in Review

HORAN Wealth increased its Bank of New York Mellon (BNY) stake by 5.9% in Q3 2026, buying an estimated $20.4K and bringing the position to 2,315 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #221.

HORAN Wealth first reported a position in BNY in Q2 2025 and has held it in 6 quarters since. 1,665 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • HORAN Wealth held 2,315 shares of Bank of New York Mellon worth $335K as of Q3 2026.
  • HORAN Wealth bought 130 Bank of New York Mellon shares in Q3 2026, an estimated $20.4K.
  • Bank of New York Mellon made up 0.03% of HORAN Wealth's portfolio in Q3 2026, its #221 holding.
  • HORAN Wealth first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 6 quarters since.
  • 1,665 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.