KFP
BNY

KMG Fiduciary Partners’s Bank of New York Mellon BNY Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-7,056
Closed -$837K – 215
2026
Q1 		$837K Hold
7,056
– – 0.06% 177
2025
Q4 		$819K Buy
7,056
+4
+0.1% +$443 0.06% 174
2025
Q3 		$768K Hold
7,052
– – 0.05% 205
2025
Q2 		$643K Sell
7,052
-28
-0.4% -$2.38K 0.05% 214
2025
Q1 		$594K Sell
7,080
-20
-0.3% -$1.68K 0.05% 212
2024
Q4 		$545K Sell
7,100
-22
-0.3% -$1.7K 0.05% 211
2024
Q3 		$512K Sell
7,122
-28
-0.4% -$1.84K 0.04% 210
2024
Q2 		$428K Sell
7,150
-119
-2% -$6.89K 0.04% 193
2024
Q1 		$419K Buy
7,269
+8
+0.1% +$440 0.04% 185
2023
Q4 		$378K Buy
7,261
+36
+0.5% +$1.66K 0.04% 190
2023
Q3 		$308K Buy
7,225
+1
+0% +$45 0.04% 194
2023
Q2 		$322K Buy
7,224
+1
+0% +$43 0.04% 196
2023
Q1 		$328K Sell
7,223
-587
-8% -$28.5K 0.05% 194
2022
Q4 		$355K Sell
7,810
-128
-2% -$5.49K 0.06% 190
2022
Q3 		$306K Sell
7,938
-306
-4% -$13K 0.06% 166
2022
Q2 		$344K Sell
8,244
-27
-0.3% -$1.2K 0.06% 164
2022
Q1 		$410K Sell
8,271
-563
-6% -$32K 0.07% 157
2021
Q4 		$513K Sell
8,834
-33,663
-79% -$1.94M 0.08% 139
2021
Q3 		$2.2M Buy
42,497
+1,695
+4% +$88.1K 0.37% 61
2021
Q2 		$2.09M Sell
40,802
-112
-0.3% -$5.6K 0.37% 57
2021
Q1 		$1.94M Sell
40,914
-703
-2% -$30.9K 0.38% 59
2020
Q4 		$1.75M Buy
41,617
+6,547
+19% +$251K 0.37% 59
2020
Q3 		$1.2M Buy
+35,070
New +$1.28M 0.3% 76

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

KMG Fiduciary Partners's BNY Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 7,056 shares — an estimated $837K sold.

KMG Fiduciary Partners first reported a position in BNY in Q3 2020 and held it in 23 quarters. The position peaked at $2.2M in Q3 2021. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 7,056 Bank of New York Mellon shares in Q2 2026, an estimated $837K.
  • KMG Fiduciary Partners first reported a position in Bank of New York Mellon in Q3 2020 and held it in 23 quarters.
  • KMG Fiduciary Partners's Bank of New York Mellon position peaked at $2.2M in Q3 2021.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.