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

Lakeshore Financial Planning’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	$201K	Buy	+1,392	New	+$190K	0.06%	92

Other funds holding BNY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Lakeshore Financial Planning's BNY Position: Q2 2026 in Review

Lakeshore Financial Planning opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,392 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #92 among its holdings.

804 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Lakeshore Financial Planning held 1,392 shares of Bank of New York Mellon worth $201K as of Q2 2026.
Bank of New York Mellon was a new Lakeshore Financial Planning position in Q2 2026.
Bank of New York Mellon made up 0.06% of Lakeshore Financial Planning's portfolio in Q2 2026, its #92 holding.
804 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.