LF
BNY

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

LifeSteps Financial’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 		$30.9K Buy
+214
New +$29.3K 0.01% 261
2024
Q2 		– Sell
-214
Closed -$12.3K – 117
2024
Q1 		$12.3K Buy
+214
New +$11.8K 0.01% 281

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

LifeSteps Financial's BNY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 214 shares worth $30.9K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in BNY as recently as Q1 2024.

LifeSteps Financial first reported a position in BNY in Q1 2024 and has held it in 2 quarters since. 751 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • LifeSteps Financial held 214 shares of Bank of New York Mellon worth $30.9K as of Q2 2026.
  • Bank of New York Mellon was a new LifeSteps Financial position in Q2 2026.
  • Bank of New York Mellon made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #261 holding.
  • LifeSteps Financial first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 2 quarters since.
  • 751 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.