Next Level Wealth Planning’s Bank of New York Mellon BNY Stock Holding History

Next Level Wealth Planning’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	$41.1K	Buy	+284	New	+$44.6K	0.02%	192

Other funds holding BNY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Next Level Wealth Planning's BNY Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Bank of New York Mellon (BNY) in Q3 2026: 284 shares worth $41.1K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings.

1,068 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Next Level Wealth Planning held 284 shares of Bank of New York Mellon worth $41.1K as of Q3 2026.
Bank of New York Mellon was a new Next Level Wealth Planning position in Q3 2026.
Bank of New York Mellon made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #192 holding.
1,068 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.