LFA
BNY

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

Laraway Financial Advisors’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 		$510K Hold
3,526
– – 0.31% 75
2026
Q1 		$418K Sell
3,526
-399
-10% -$47.4K 0.29% 81
2025
Q4 		$456K Buy
3,925
+1
+0% +$111 0.3% 76
2025
Q3 		$428K Hold
3,924
– – 0.29% 77
2025
Q2 		$357K Buy
3,924
+27
+0.7% +$2.29K 0.27% 86
2025
Q1 		$327K Sell
3,897
-125
-3% -$10.5K 0.26% 92
2024
Q4 		$309K Hold
4,022
– – 0.24% 93
2024
Q3 		$289K Buy
4,022
+1
+0% +$66 0.23% 94
2024
Q2 		$241K Buy
4,021
+1
+0% +$58 0.21% 100
2024
Q1 		$232K Sell
4,020
-29
-0.7% -$1.6K 0.2% 102
2023
Q4 		$211K Sell
4,049
-324
-7% -$14.9K 0.2% 103
2023
Q3 		$186K Sell
4,373
-299
-6% -$13.3K 0.19% 102
2023
Q2 		$208K Sell
4,672
-299
-6% -$12.8K 0.21% 102
2023
Q1 		$226K Sell
4,971
-499
-9% -$24.2K 0.23% 100
2022
Q4 		$249K Sell
5,470
-200
-4% -$8.58K 0.26% 98
2022
Q3 		$218K Sell
5,670
-20
-0.4% -$853 0.24% 98
2022
Q2 		$238K Sell
5,690
-160
-3% -$7.13K 0.25% 94
2022
Q1 		$290K Hold
5,850
– – 0.26% 93
2021
Q4 		$340K Buy
+5,850
New +$336K 0.3% 87

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 $3.37T AUM 44.26% 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

Laraway Financial Advisors's BNY Position: Q2 2026 in Review

Laraway Financial Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 3,526 shares worth $510K. The position accounts for 0.31% of the portfolio, ranked #75.

Laraway Financial Advisors first reported a position in BNY in Q4 2021 and has held it in 19 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Laraway Financial Advisors held 3,526 shares of Bank of New York Mellon worth $510K as of Q2 2026.
  • Laraway Financial Advisors left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.31% of Laraway Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Laraway Financial Advisors first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 19 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.