MW
BNY

Maia Wealth’s Bank of New York Mellon BNY Stock Holding History

Maia Wealth’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 		$334K Sell
2,307
-697
-23% -$95.3K 0.05% 277
2026
Q1 		$356K Sell
3,004
-45
-1% -$5.35K 0.06% 264
2025
Q4 		$350K Buy
3,049
+90
+3% +$9.96K 0.06% 260
2025
Q3 		$328K Sell
2,959
-33
-1% -$3.37K 0.06% 265
2025
Q2 		$273K Sell
2,992
-727
-20% -$61.7K 0.05% 268
2025
Q1 		$288K Buy
3,719
+256
+7% +$21.5K 0.07% 237
2024
Q4 		$297K Buy
3,463
+817
+31% +$63.1K 0.06% 225
2024
Q3 		$202K Buy
+2,646
New +$174K 0.05% 253

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

Maia Wealth's BNY Position: Q2 2026 in Review

Maia Wealth reduced its Bank of New York Mellon (BNY) stake by 23% in Q2 2026, selling an estimated $95.3K and leaving 2,307 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #277.

Maia Wealth first reported a position in BNY in Q3 2024 and has held it in 8 quarters since. The position peaked at $356K in Q1 2026. 1,883 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Maia Wealth held 2,307 shares of Bank of New York Mellon worth $334K as of Q2 2026.
  • Maia Wealth sold 697 Bank of New York Mellon shares in Q2 2026, an estimated $95.3K.
  • Bank of New York Mellon made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #277 holding.
  • Maia Wealth first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 8 quarters since.
  • Maia Wealth's Bank of New York Mellon position peaked at $356K in Q1 2026.
  • 1,883 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.