IFG
BNY

Independent Financial Group’s Bank of New York Mellon BNY Stock Holding History

Independent Financial Group’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 		$333K Buy
2,302
+282
+14% +$38.6K 0.01% 1188
2026
Q1 		$240K Sell
2,020
-94
-4% -$11.2K 0.01% 1288
2025
Q4 		$245K Buy
2,114
+247
+13% +$27.3K 0.01% 1246
2025
Q3 		$203K Buy
+1,867
New +$190K ﹤0.01% 1286
2025
Q2 		– Sell
-2,744
Closed -$230K – 1300
2025
Q1 		$230K Sell
2,744
-136
-5% -$11.4K 0.01% 1048
2024
Q4 		$221K Buy
+2,880
New +$223K 0.01% 1051

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

Independent Financial Group's BNY Position: Q2 2026 in Review

Independent Financial Group increased its Bank of New York Mellon (BNY) stake by 14% in Q2 2026, buying an estimated $38.6K and bringing the position to 2,302 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #1188.

Independent Financial Group first reported a position in BNY in Q4 2024 and has held it in 6 quarters since. 1,882 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Independent Financial Group held 2,302 shares of Bank of New York Mellon worth $333K as of Q2 2026.
  • Independent Financial Group bought 282 Bank of New York Mellon shares in Q2 2026, an estimated $38.6K.
  • Bank of New York Mellon made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1188 holding.
  • Independent Financial Group first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 6 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.