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

Olistico 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
Q3 		$72.3K Hold
500
– – 0.03% 144
2026
Q2 		$72.3K Hold
500
– – 0.03% 140
2026
Q1 		$59.3K Hold
500
– – 0.03% 150
2025
Q4 		$58K Buy
+500
New +$55.3K 0.03% 150
2025
Q3 		– Sell
-557
Closed -$50.7K – 117
2025
Q2 		$50.7K Buy
557
+57
+11% +$4.84K 0.03% 167
2025
Q1 		$41.9K Hold
500
– – 0.03% 171
2024
Q4 		$38.4K Hold
500
– – 0.02% 171
2024
Q3 		$35.9K Hold
500
– – 0.02% 181
2024
Q2 		$29.9K Buy
+500
New +$28.9K 0.02% 189

Other funds holding BNY

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Olistico Wealth's BNY Position: Q3 2026 in Review

Olistico Wealth held its Bank of New York Mellon (BNY) position steady in Q3 2026 at 500 shares worth $72.3K. The position accounts for 0.03% of the portfolio, ranked #144.

Olistico Wealth first reported a position in BNY in Q2 2024 and has held it in 9 quarters since. 217 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Olistico Wealth held 500 shares of Bank of New York Mellon worth $72.3K as of Q3 2026.
  • Olistico Wealth left its Bank of New York Mellon share count unchanged in Q3 2026.
  • Bank of New York Mellon made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #144 holding.
  • Olistico Wealth first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 9 quarters since.
  • 217 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.