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 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

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

Olistico Wealth's BNY Position: Q2 2026 in Review

Olistico Wealth held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 500 shares worth $72.3K. The position accounts for 0.03% of the portfolio, ranked #140.

Olistico Wealth first reported a position in BNY in Q2 2024 and has held it in 8 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Olistico Wealth held 500 shares of Bank of New York Mellon worth $72.3K as of Q2 2026.
Olistico Wealth left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.03% of Olistico Wealth's portfolio in Q2 2026, its #140 holding.
Olistico Wealth first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 8 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.