PP
BNY

PDS Planning’s Bank of New York Mellon BNY Stock Holding History

PDS Planning’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 		$564K Buy
3,897
+309
+9% +$42.2K 0.03% 276
2026
Q1 		$426K Sell
3,588
-85
-2% -$10.1K 0.03% 300
2025
Q4 		$426K Sell
3,673
-571
-13% -$63.2K 0.03% 291
2025
Q3 		$462K Buy
4,244
+125
+3% +$12.7K 0.03% 268
2025
Q2 		$375K Buy
4,119
+459
+13% +$39K 0.03% 304
2025
Q1 		$307K Buy
3,660
+585
+19% +$49.2K 0.03% 318
2024
Q4 		$236K Buy
3,075
+62
+2% +$4.79K 0.02% 358
2024
Q3 		$217K Buy
+3,013
New +$198K 0.02% 387

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

PDS Planning's BNY Position: Q2 2026 in Review

PDS Planning increased its Bank of New York Mellon (BNY) stake by 8.6% in Q2 2026, buying an estimated $42.2K and bringing the position to 3,897 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #276.

PDS Planning first reported a position in BNY in Q3 2024 and has held it in 8 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • PDS Planning held 3,897 shares of Bank of New York Mellon worth $564K as of Q2 2026.
  • PDS Planning bought 309 Bank of New York Mellon shares in Q2 2026, an estimated $42.2K.
  • Bank of New York Mellon made up 0.03% of PDS Planning's portfolio in Q2 2026, its #276 holding.
  • PDS Planning first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 8 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.