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

IFG 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	$868K	Hold	5,999	–	–	0.12%	83
2026 Q1	$712K	Hold	5,999	–	–	0.12%	80
2025 Q4	$696K	Hold	5,999	–	–	0.12%	77
2025 Q3	$654K	Hold	5,999	–	–	0.11%	77
2025 Q2	$547K	Hold	5,999	–	–	0.09%	85
2025 Q1	$503K	Hold	5,999	–	–	0.1%	80
2024 Q4	$461K	Hold	5,999	–	–	0.09%	89
2024 Q3	$431K	Hold	5,999	–	–	0.09%	86
2024 Q2	$359K	Hold	5,999	–	–	0.08%	94
2024 Q1	$346K	Sell	5,999 -160	-3%	-$8.81K	0.09%	93
2023 Q4	$321K	Buy	6,159 +160	+3%	+$7.37K	0.09%	89
2023 Q3	$256K	Hold	5,999	–	–	0.09%	101
2023 Q2	$267K	Hold	5,999	–	–	0.09%	101
2023 Q1	$273K	Hold	5,999	–	–	0.11%	97
2022 Q4	$273K	Hold	5,999	–	–	0.12%	93
2022 Q3	$231K	Hold	5,999	–	–	0.12%	99
2022 Q2	$250K	Hold	5,999	–	–	0.13%	89
2022 Q1	$298K	Hold	5,999	–	–	0.13%	87
2021 Q4	$348K	Sell	5,999 -366	-6%	-$21K	0.15%	79
2021 Q3	$330K	Hold	6,365	–	–	0.15%	77
2021 Q2	$326K	Hold	6,365	–	–	0.16%	78
2021 Q1	$301K	Hold	6,365	–	–	0.16%	71
2020 Q4	$270K	Hold	6,365	–	–	0.17%	74
2020 Q3	$218K	Hold	6,365	–	–	0.15%	81
2020 Q2	$246K	Hold	6,365	–	–	0.19%	70
2020 Q1	$214K	Hold	6,365	–	–	0.21%	76
2019 Q4	$320K	Hold	6,365	–	–	0.26%	42
2019 Q3	$288K	Buy	+6,365	New	+$283K	0.27%	45

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

IFG Advisors's BNY Position: Q2 2026 in Review

IFG Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 5,999 shares worth $868K. The position accounts for 0.12% of the portfolio, ranked #83.

IFG Advisors first reported a position in BNY in Q3 2019 and has held it in 28 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

IFG Advisors held 5,999 shares of Bank of New York Mellon worth $868K as of Q2 2026.
IFG Advisors left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.12% of IFG Advisors's portfolio in Q2 2026, its #83 holding.
IFG Advisors first reported a position in Bank of New York Mellon in Q3 2019 and has held it in 28 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.