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 Q3	$284K	Sell	1,961 -346	-15%	-$54.4K	0.04%	290
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%	+$10K	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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Maia Wealth's BNY Position: Q3 2026 in Review

Maia Wealth reduced its Bank of New York Mellon (BNY) stake by 15% in Q3 2026, selling an estimated $54.4K and leaving 1,961 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #290.

Maia Wealth first reported a position in BNY in Q3 2024 and has held it in 9 quarters since. The position peaked at $356K in Q1 2026. 1,542 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Maia Wealth held 1,961 shares of Bank of New York Mellon worth $284K as of Q3 2026.
Maia Wealth sold 346 Bank of New York Mellon shares in Q3 2026, an estimated $54.4K.
Bank of New York Mellon made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #290 holding.
Maia Wealth first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 9 quarters since.
Maia Wealth's Bank of New York Mellon position peaked at $356K in Q1 2026.
1,542 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.