KFA Private Wealth Group’s Bank of New York Mellon BNY Stock Holding History

KFA Private Wealth 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	$283K	Buy	1,953 +6	+0.3%	+$820	0.07%	124
2026 Q1	$231K	Buy	1,947 +7	+0.4%	+$832	0.06%	152
2025 Q4	$225K	Buy	1,940 +71	+4%	+$7.86K	0.05%	137
2025 Q3	$204K	Buy	+1,869	New	+$191K	0.06%	136

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

KFA Private Wealth Group's BNY Position: Q2 2026 in Review

KFA Private Wealth Group increased its Bank of New York Mellon (BNY) stake by 0.31% in Q2 2026, buying an estimated $820 and bringing the position to 1,953 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #124.

KFA Private Wealth Group first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

KFA Private Wealth Group held 1,953 shares of Bank of New York Mellon worth $283K as of Q2 2026.
KFA Private Wealth Group bought 6 Bank of New York Mellon shares in Q2 2026, an estimated $820.
Bank of New York Mellon made up 0.07% of KFA Private Wealth Group's portfolio in Q2 2026, its #124 holding.
KFA Private Wealth Group first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.