O'Donnell Financial Services’s Bank of New York Mellon BNY Stock Holding History

O'Donnell Financial Services’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	$379K	Buy	+2,618	New	+$358K	0.11%	54
2023 Q4	–	Sell	-6,866	Closed	-$293K	–	37
2023 Q3	$293K	Hold	6,866	–	–	0.16%	21
2023 Q2	$306K	Hold	6,866	–	–	0.18%	16
2023 Q1	$312K	Hold	6,866	–	–	0.56%	10
2022 Q4	$313K	Hold	6,866	–	–	2.87%	10
2022 Q3	$264K	Hold	6,866	–	–	0.92%	20
2022 Q2	$286K	Hold	6,866	–	–	0.23%	27
2022 Q1	$341K	Hold	6,866	–	–	0.16%	29
2021 Q4	$402K	Hold	6,866	–	–	0.19%	28
2021 Q3	$356K	Buy	+6,866	New	+$357K	0.17%	37

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

O'Donnell Financial Services's BNY Position: Q2 2026 in Review

O'Donnell Financial Services opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 2,618 shares worth $379K. The stake represents 0.11% of the portfolio and ranks #54 among its holdings. This is a return to the name: O'Donnell Financial Services previously reported a position in BNY as recently as Q3 2023.

O'Donnell Financial Services first reported a position in BNY in Q3 2021 and has held it in 10 quarters since. The position peaked at $402K in Q4 2021. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

O'Donnell Financial Services held 2,618 shares of Bank of New York Mellon worth $379K as of Q2 2026.
Bank of New York Mellon was a new O'Donnell Financial Services position in Q2 2026.
Bank of New York Mellon made up 0.11% of O'Donnell Financial Services's portfolio in Q2 2026, its #54 holding.
O'Donnell Financial Services first reported a position in Bank of New York Mellon in Q3 2021 and has held it in 10 quarters since.
O'Donnell Financial Services's Bank of New York Mellon position peaked at $402K in Q4 2021.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.