Oxford Financial Group’s Bank of New York Mellon BNY Stock Holding History

Oxford Financial Group’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	$1.03M	Buy	7,123 +9	+0.1%	+$1.23K	0.05%	107
2026 Q1	$844K	Sell	7,114 -24	-0.3%	-$2.85K	0.05%	112
2025 Q4	$829K	Sell	7,138 -236	-3%	-$26.1K	0.05%	103
2025 Q3	$803K	Buy	7,374 +284	+4%	+$29K	0.05%	105
2025 Q2	$646K	Hold	7,090	–	–	0.04%	113
2025 Q1	$595K	Sell	7,090 -167	-2%	-$14K	0.04%	115
2024 Q4	$558K	Buy	7,257 +41	+0.6%	+$3.17K	0.04%	133
2024 Q3	$519K	Buy	+7,216	New	+$475K	0.03%	137

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

Oxford Financial Group's BNY Position: Q2 2026 in Review

Oxford Financial Group increased its Bank of New York Mellon (BNY) stake by 0.13% in Q2 2026, buying an estimated $1.23K and bringing the position to 7,123 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #107.

Oxford Financial Group first reported a position in BNY in Q3 2024 and has held it in 8 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Oxford Financial Group held 7,123 shares of Bank of New York Mellon worth $1.03M as of Q2 2026.
Oxford Financial Group bought 9 Bank of New York Mellon shares in Q2 2026, an estimated $1.23K.
Bank of New York Mellon made up 0.05% of Oxford Financial Group's portfolio in Q2 2026, its #107 holding.
Oxford Financial Group first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 8 quarters since.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.