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

Highland Investment Advisors LLC’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	$289	Buy	+2	New	+$273	﹤0.01%	606

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Highland Investment Advisors LLC's BNY Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 2 shares worth $289. The stake represents ﹤0.01% of the portfolio and ranks #606 among its holdings.

1,555 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Highland Investment Advisors LLC held 2 shares of Bank of New York Mellon worth $289 as of Q2 2026.
Bank of New York Mellon was a new Highland Investment Advisors LLC position in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #606 holding.
1,555 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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