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

MBL 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	$350K	Buy	2,422 +907	+60%	+$142K	0.02%	416
2026 Q2	$219K	Buy	+1,515	New	+$207K	0.02%	357

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

MBL Wealth's BNY Position: Q3 2026 in Review

MBL Wealth increased its Bank of New York Mellon (BNY) stake by 60% in Q3 2026, buying an estimated $142K and bringing the position to 2,422 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #416.

MBL Wealth first reported a position in BNY in Q2 2026 and has held it in 2 quarters since. 1,545 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

MBL Wealth held 2,422 shares of Bank of New York Mellon worth $350K as of Q3 2026.
MBL Wealth bought 907 Bank of New York Mellon shares in Q3 2026, an estimated $142K.
Bank of New York Mellon made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #416 holding.
MBL Wealth first reported a position in Bank of New York Mellon in Q2 2026 and has held it in 2 quarters since.
1,545 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.