Mirabella Financial Services’s Bank of New York Mellon BNY Stock Holding History

Mirabella Financial 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	–	Sell	-3,052	Closed	-$362K	–	739
2026 Q1	$362K	Buy	+3,052	New	+$363K	0.03%	389
2025 Q4	–	Sell	-26,435	Closed	-$2.87M	–	680
2025 Q3	$2.87M	Buy	+26,435	New	+$2.7M	0.25%	86
2024 Q3	–	Sell	-23,598	Closed	-$1.41M	–	193
2024 Q2	$1.41M	Buy	23,598 +7,361	+45%	+$426K	0.1%	109
2024 Q1	$936K	Buy	+16,237	New	+$894K	0.07%	197
2023 Q3	–	Sell	-8,153	Closed	-$363K	–	387
2023 Q2	$363K	Buy	+8,153	New	+$350K	0.04%	342
2022 Q2	–	Sell	-4,474	Closed	-$221K	–	482
2022 Q1	$221K	Buy	+4,474	New	+$254K	0.02%	386
2021 Q1	–	Sell	-104,629	Closed	-$4.44M	–	287
2020 Q4	$4.44M	Buy	+104,629	New	+$4.02M	0.55%	72
2020 Q1	–	Sell	-1,602	Closed	-$81K	–	94
2019 Q4	$81K	Buy	+1,602	New	+$76.5K	0.01%	123

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

Mirabella Financial Services's BNY Position: Q2 2026 in Review

Mirabella Financial Services sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 3,052 shares — an estimated $362K sold.

Mirabella Financial Services first reported a position in BNY in Q4 2019 and held it in 8 quarters. The position peaked at $4.44M in Q4 2020. 1,883 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Mirabella Financial Services reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 3,052 Bank of New York Mellon shares in Q2 2026, an estimated $362K.
Mirabella Financial Services first reported a position in Bank of New York Mellon in Q4 2019 and held it in 8 quarters.
Mirabella Financial Services's Bank of New York Mellon position peaked at $4.44M in Q4 2020.
1,883 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.