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 Q3	$629K	Sell	4,347 -87	-2%	-$13.7K	0.37%	68
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%	-$35.8K	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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

MFA Wealth Services's BNY Position: Q3 2026 in Review

MFA Wealth Services reduced its Bank of New York Mellon (BNY) stake by 2% in Q3 2026, selling an estimated $13.7K and leaving 4,347 shares worth $629K. The position accounts for 0.37% of the portfolio, ranked #68.

MFA Wealth Services first reported a position in BNY in Q4 2024 and has held it in 8 quarters since. The position peaked at $658K in Q1 2026. 464 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

MFA Wealth Services held 4,347 shares of Bank of New York Mellon worth $629K as of Q3 2026.
MFA Wealth Services sold 87 Bank of New York Mellon shares in Q3 2026, an estimated $13.7K.
Bank of New York Mellon made up 0.37% of MFA Wealth Services's portfolio in Q3 2026, its #68 holding.
MFA Wealth Services first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Bank of New York Mellon position peaked at $658K in Q1 2026.
464 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.