MFG
BNY

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

Magnus Financial Group’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 		$314K Buy
2,172
+116
+6% +$15.9K 0.02% 300
2026
Q1 		$244K Buy
2,056
+97
+5% +$11.5K 0.02% 328
2025
Q4 		$227K Sell
1,959
-504
-20% -$55.8K 0.02% 379
2025
Q3 		$268K Buy
+2,463
New +$251K 0.02% 345

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

Magnus Financial Group's BNY Position: Q2 2026 in Review

Magnus Financial Group increased its Bank of New York Mellon (BNY) stake by 5.6% in Q2 2026, buying an estimated $15.9K and bringing the position to 2,172 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #300.

Magnus Financial Group first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,882 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Magnus Financial Group held 2,172 shares of Bank of New York Mellon worth $314K as of Q2 2026.
  • Magnus Financial Group bought 116 Bank of New York Mellon shares in Q2 2026, an estimated $15.9K.
  • Bank of New York Mellon made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #300 holding.
  • Magnus Financial Group first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.