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

MFA Wealth Services’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	$641K	Sell	4,434 -1,116	-20%	-$153K	0.38%	71
2026 Q1	$658K	Buy	5,550 +36	+0.7%	+$4.28K	0.44%	65
2025 Q4	$640K	Sell	5,514 -324	-6%	-$35.9K	0.43%	65
2025 Q3	$636K	Buy	5,838 +180	+3%	+$18.4K	0.44%	65
2025 Q2	$516K	Buy	5,658 +36	+0.6%	+$3.06K	0.39%	65
2025 Q1	$472K	Buy	5,622 +177	+3%	+$14.9K	0.39%	65
2024 Q4	$418K	Buy	+5,445	New	+$421K	0.34%	72

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFA Wealth Services's BNY Position: Q2 2026 in Review

MFA Wealth Services reduced its Bank of New York Mellon (BNY) stake by 20% in Q2 2026, selling an estimated $153K and leaving 4,434 shares worth $641K. The position accounts for 0.38% of the portfolio, ranked #71.

MFA Wealth Services first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $658K in Q1 2026. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

MFA Wealth Services held 4,434 shares of Bank of New York Mellon worth $641K as of Q2 2026.
MFA Wealth Services sold 1,116 Bank of New York Mellon shares in Q2 2026, an estimated $153K.
Bank of New York Mellon made up 0.38% of MFA Wealth Services's portfolio in Q2 2026, its #71 holding.
MFA Wealth Services first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's Bank of New York Mellon position peaked at $658K in Q1 2026.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.