JF
BNY

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

JMN Financial’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 		$493K Buy
3,408
+76
+2% +$10.4K 0.38% 69
2026
Q1 		$395K Buy
3,332
+809
+32% +$96.2K 0.39% 73
2025
Q4 		$293K Buy
+2,523
New +$279K 0.29% 112

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 $3.38T AUM 44.17% 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

JMN Financial's BNY Position: Q2 2026 in Review

JMN Financial increased its Bank of New York Mellon (BNY) stake by 2.3% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,408 shares worth $493K. The position accounts for 0.38% of the portfolio, ranked #69.

JMN Financial first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • JMN Financial held 3,408 shares of Bank of New York Mellon worth $493K as of Q2 2026.
  • JMN Financial bought 76 Bank of New York Mellon shares in Q2 2026, an estimated $10.4K.
  • Bank of New York Mellon made up 0.38% of JMN Financial's portfolio in Q2 2026, its #69 holding.
  • JMN Financial first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.