MJT & Associates Financial Advisory’s Bank of New York Mellon BNY Stock Holding History

MJT & Associates Financial Advisory’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	$434	Hold	3	–	–	﹤0.01%	439
2026 Q1	$356	Hold	3	–	–	﹤0.01%	423
2025 Q4	$349	Hold	3	–	–	﹤0.01%	426
2025 Q3	$327	Hold	3	–	–	﹤0.01%	440
2025 Q2	$274	Hold	3	–	–	﹤0.01%	451
2025 Q1	$252	Buy	+3	New	+$252	﹤0.01%	460

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

MJT & Associates Financial Advisory's BNY Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 3 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #439.

MJT & Associates Financial Advisory first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

MJT & Associates Financial Advisory held 3 shares of Bank of New York Mellon worth $434 as of Q2 2026.
MJT & Associates Financial Advisory left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #439 holding.
MJT & Associates Financial Advisory first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.