Milestone Asset Management’s Bank of New York Mellon BNY Stock Holding History

Milestone Asset Management’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	$826K	Sell	5,708 -67	-1%	-$10.5K	0.13%	146
2026 Q2	$835K	Buy	5,775 +2,401	+71%	+$328K	0.13%	152
2026 Q1	$400K	Sell	3,374 -2	-0.1%	-$238	0.07%	178
2025 Q4	$392K	Buy	+3,376	New	+$374K	0.07%	168

Other funds holding BNY

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

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Milestone Asset Management's BNY Position: Q3 2026 in Review

Milestone Asset Management reduced its Bank of New York Mellon (BNY) stake by 1.2% in Q3 2026, selling an estimated $10.5K and leaving 5,708 shares worth $826K. The position accounts for 0.13% of the portfolio, ranked #146.

Milestone Asset Management first reported a position in BNY in Q4 2025 and has held it in 4 quarters since. The position peaked at $835K in Q2 2026. 293 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Milestone Asset Management held 5,708 shares of Bank of New York Mellon worth $826K as of Q3 2026.
Milestone Asset Management sold 67 Bank of New York Mellon shares in Q3 2026, an estimated $10.5K.
Bank of New York Mellon made up 0.13% of Milestone Asset Management's portfolio in Q3 2026, its #146 holding.
Milestone Asset Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 4 quarters since.
Milestone Asset Management's Bank of New York Mellon position peaked at $835K in Q2 2026.
293 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.