MYIA
BNY

Mount Yale Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Mount Yale 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 		$5.62M Buy
38,875
+2,517
+7% +$344K 0.1% 212
2026
Q1 		$4.31M Buy
36,358
+29,942
+467% +$3.56M 0.1% 207
2025
Q4 		$745K Sell
6,416
-1,860
-22% -$206K 0.04% 375
2025
Q3 		$902K Buy
8,276
+6,462
+356% +$659K 0.06% 299
2025
Q2 		$165K Buy
+1,814
New +$154K 0.01% 572
2023
Q2 		– Sell
-23,793
Closed -$1.08M – 488
2023
Q1 		$1.08M Sell
23,793
-1,078
-4% -$52.3K 0.12% 170
2022
Q4 		$1.13M Buy
24,871
+1,097
+5% +$47K 0.13% 163
2022
Q3 		$916K Buy
23,774
+995
+4% +$42.4K 0.12% 181
2022
Q2 		$950K Buy
22,779
+85
+0.4% +$3.79K 0.12% 177
2022
Q1 		$1.13M Buy
22,694
+1,293
+6% +$73.5K 0.12% 179
2021
Q4 		$1.24M Sell
21,401
-246
-1% -$14.1K 0.13% 174
2021
Q3 		$1.12M Buy
21,647
+329
+2% +$17.1K 0.13% 177
2021
Q2 		$1.09M Sell
21,318
-104
-0.5% -$5.2K 0.13% 164
2021
Q1 		$1.01M Buy
21,422
+1,591
+8% +$70K 0.13% 161
2020
Q4 		$842K Sell
19,831
-134
-0.7% -$5.15K 0.12% 188
2020
Q3 		$686K Buy
+19,965
New +$727K 0.1% 200

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

Mount Yale Investment Advisors's BNY Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Bank of New York Mellon (BNY) stake by 6.9% in Q2 2026, buying an estimated $344K and bringing the position to 38,875 shares worth $5.62M. The position accounts for 0.1% of the portfolio, ranked #212.

Mount Yale Investment Advisors first reported a position in BNY in Q3 2020 and has held it in 16 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Mount Yale Investment Advisors held 38,875 shares of Bank of New York Mellon worth $5.62M as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,517 Bank of New York Mellon shares in Q2 2026, an estimated $344K.
  • Bank of New York Mellon made up 0.1% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #212 holding.
  • Mount Yale Investment Advisors first reported a position in Bank of New York Mellon in Q3 2020 and has held it in 16 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.