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

Key Financial Inc’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	$5.64K	Hold	39	–	–	﹤0.01%	994
2026 Q1	$4.63K	Sell	39 -8	-17%	-$951	﹤0.01%	1046
2025 Q4	$5.46K	Hold	47	–	–	﹤0.01%	1015
2025 Q3	$5.02K	Buy	47 +33	+236%	+$3.37K	﹤0.01%	1037
2025 Q2	$1.28K	Hold	14	–	–	﹤0.01%	1243
2025 Q1	$1.17K	Hold	14	–	–	﹤0.01%	1209
2024 Q4	$1.08K	Sell	14 -100	-88%	-$7.73K	﹤0.01%	1218
2024 Q3	$8.19K	Buy	114 +14	+14%	+$921	﹤0.01%	845
2024 Q2	$5.99K	Hold	100	–	–	﹤0.01%	912
2024 Q1	$5.76K	Hold	100	–	–	﹤0.01%	900
2023 Q4	$5.21K	Hold	100	–	–	﹤0.01%	916
2023 Q3	$4.26K	Sell	100 -76	-43%	-$3.39K	﹤0.01%	961
2023 Q2	$7.84K	Buy	176 +76	+76%	+$3.26K	﹤0.01%	793
2023 Q1	$4.54K	Hold	100	–	–	﹤0.01%	829
2022 Q4	$3.85K	Hold	100	–	–	﹤0.01%	836
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	815
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	823
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	775
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	673
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	691
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	676
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	588
2020 Q4	$4K	Buy	+100	New	+$3.84K	﹤0.01%	573

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

Key Financial Inc's BNY Position: Q2 2026 in Review

Key Financial Inc held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 39 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Key Financial Inc first reported a position in BNY in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.19K in Q3 2024. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Key Financial Inc held 39 shares of Bank of New York Mellon worth $5.64K as of Q2 2026.
Key Financial Inc left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #994 holding.
Key Financial Inc first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 23 quarters since.
Key Financial Inc's Bank of New York Mellon position peaked at $8.19K in Q3 2024.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.