MGIA
BNY

Moneta Group Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Moneta Group Investment Advisors’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 		$1.14M Sell
7,906
-547
-6% -$74.8K 0.01% 372
2026
Q1 		$1M Buy
8,453
+106
+1% +$12.6K 0.01% 361
2025
Q4 		$969K Buy
8,347
+1,730
+26% +$191K 0.01% 368
2025
Q3 		$721K Sell
6,617
-306
-4% -$31.2K 0.01% 414
2025
Q2 		$631K Buy
6,923
+881
+15% +$74.8K 0.01% 389
2025
Q1 		$507K Buy
6,042
+183
+3% +$15.4K 0.01% 417
2024
Q4 		$450K Buy
5,859
+55
+0.9% +$4.25K 0.01% 425
2024
Q3 		$417K Sell
5,804
-620
-10% -$40.8K 0.01% 444
2024
Q2 		$385K Sell
6,424
-4,081
-39% -$236K 0.01% 436
2024
Q1 		$605K Buy
10,505
+5,118
+95% +$282K 0.01% 340
2023
Q4 		$280K Buy
5,387
+20
+0.4% +$921 0.01% 458
2023
Q3 		$229K Sell
5,367
-357
-6% -$15.9K 0.01% 462
2023
Q2 		$255K Sell
5,724
-370
-6% -$15.9K 0.01% 456
2023
Q1 		$277K Buy
+6,094
New +$295K 0.01% 433
2022
Q4 		– Sell
-8,204
Closed -$316K – 458
2022
Q3 		$316K Sell
8,204
-8,315
-50% -$355K 0.01% 343
2022
Q2 		$689K Buy
16,519
+8,359
+102% +$372K 0.02% 252
2022
Q1 		$405K Sell
8,160
-1
-0% -$57 0.02% 318
2021
Q4 		$474K Buy
8,161
+657
+9% +$37.8K 0.02% 299
2021
Q3 		$389K Sell
7,504
-3,739
-33% -$194K 0.02% 322
2021
Q2 		$576K Buy
+11,243
New +$563K 0.03% 261
2018
Q1 		– Sell
-11
Closed -$1K – 612
2017
Q4 		$1K Buy
+11
New +$586 ﹤0.01% 407
2015
Q4 		– Sell
-635
Closed -$25K – 167
2015
Q3 		$25K Buy
+635
New +$26.4K 0.01% 295

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Moneta Group Investment Advisors's BNY Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Bank of New York Mellon (BNY) stake by 6.5% in Q2 2026, selling an estimated $74.8K and leaving 7,906 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #372.

Moneta Group Investment Advisors first reported a position in BNY in Q3 2015 and has held it in 22 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Moneta Group Investment Advisors held 7,906 shares of Bank of New York Mellon worth $1.14M as of Q2 2026.
  • Moneta Group Investment Advisors sold 547 Bank of New York Mellon shares in Q2 2026, an estimated $74.8K.
  • Bank of New York Mellon made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #372 holding.
  • Moneta Group Investment Advisors first reported a position in Bank of New York Mellon in Q3 2015 and has held it in 22 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.