LFA
BNY

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

Legacy 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 		$541K Sell
3,740
-6
-0.2% -$820 0.07% 233
2026
Q1 		$444K Sell
3,746
-365
-9% -$43.4K 0.06% 251
2025
Q4 		$477K Sell
4,111
-3,638
-47% -$403K 0.07% 226
2025
Q3 		$844K Sell
7,749
-1,303
-14% -$133K 0.12% 161
2025
Q2 		$825K Buy
9,052
+5,438
+150% +$462K 0.13% 134
2025
Q1 		$303K Buy
+3,614
New +$304K 0.05% 269
2020
Q1 		– Sell
-5,767
Closed -$290K – 67
2019
Q4 		$290K Sell
5,767
-4,299
-43% -$205K 0.09% 98
2019
Q3 		$455K Sell
10,066
-122
-1% -$5.43K 0.15% 69
2019
Q2 		$450K Sell
10,188
-570
-5% -$26.8K 0.16% 68
2019
Q1 		$543K Sell
10,758
-1,421
-12% -$73.2K 0.18% 53
2018
Q4 		$573K Sell
12,179
-2,641
-18% -$128K 0.22% 46
2018
Q3 		$755K Buy
14,820
+2,602
+21% +$137K 0.27% 37
2018
Q2 		$648K Sell
12,218
-444
-4% -$24.5K 0.25% 35
2018
Q1 		$650K Buy
12,662
+2,530
+25% +$141K 0.26% 36
2017
Q4 		$545K Buy
+10,132
New +$540K 0.22% 39

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

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

Legacy Financial Advisors reduced its Bank of New York Mellon (BNY) stake by 0.16% in Q2 2026, selling an estimated $820 and leaving 3,740 shares worth $541K. The position accounts for 0.07% of the portfolio, ranked #233.

Legacy Financial Advisors first reported a position in BNY in Q4 2017 and has held it in 15 quarters since. The position peaked at $844K in Q3 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Legacy Financial Advisors held 3,740 shares of Bank of New York Mellon worth $541K as of Q2 2026.
  • Legacy Financial Advisors sold 6 Bank of New York Mellon shares in Q2 2026, an estimated $820.
  • Bank of New York Mellon made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #233 holding.
  • Legacy Financial Advisors first reported a position in Bank of New York Mellon in Q4 2017 and has held it in 15 quarters since.
  • Legacy Financial Advisors's Bank of New York Mellon position peaked at $844K in Q3 2025.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.