NFW
BNY

Noble Family Wealth’s Bank of New York Mellon BNY Stock Holding History

Noble Family Wealth’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
-2,365
Closed -$281K – 76
2026
Q1 		$281K Hold
2,365
– – 0.06% 70
2025
Q4 		$275K Hold
2,365
– – 0.06% 71
2025
Q3 		$258K Buy
+2,365
New +$241K 0.06% 72

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

Noble Family Wealth's BNY Position: Q2 2026 in Review

Noble Family Wealth sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 2,365 shares — an estimated $281K sold.

Noble Family Wealth first reported a position in BNY in Q3 2025 and held it in 3 quarters. The position peaked at $281K in Q1 2026. 1,883 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Noble Family Wealth reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • Noble Family Wealth sold 2,365 Bank of New York Mellon shares in Q2 2026, an estimated $281K.
  • Noble Family Wealth first reported a position in Bank of New York Mellon in Q3 2025 and held it in 3 quarters.
  • Noble Family Wealth's Bank of New York Mellon position peaked at $281K in Q1 2026.
  • 1,883 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.