MFGM
BNY

Marshall Financial Group (Maryland)’s Bank of New York Mellon BNY Stock Holding History

Marshall Financial Group (Maryland)’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 		$270K Hold
1,867
– – 0.04% 270
2026
Q1 		$221K Hold
1,867
– – 0.04% 277
2025
Q4 		$217K Sell
1,867
-8
-0.4% -$885 0.04% 274
2025
Q3 		$204K Buy
+1,875
New +$191K 0.04% 251
2024
Q2 		– Sell
-4,217
Closed -$243K – 173
2024
Q1 		$243K Hold
4,217
– – 0.07% 159
2023
Q4 		$219K Buy
+4,217
New +$194K 0.07% 167
2022
Q1 		– Sell
-4,027
Closed -$234K – 206
2021
Q4 		$234K Hold
4,027
– – 0.09% 198
2021
Q3 		$209K Sell
4,027
-40
-1% -$2.08K 0.11% 167
2021
Q2 		$208K Buy
+4,067
New +$203K 0.11% 166

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

Marshall Financial Group (Maryland)'s BNY Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 1,867 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #270.

Marshall Financial Group (Maryland) first reported a position in BNY in Q2 2021 and has held it in 9 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Marshall Financial Group (Maryland) held 1,867 shares of Bank of New York Mellon worth $270K as of Q2 2026.
  • Marshall Financial Group (Maryland) left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #270 holding.
  • Marshall Financial Group (Maryland) first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 9 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.