Personal CFO Solutions’s Bank of New York Mellon BNY Stock Holding History

Personal CFO Solutions’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	$663K	Sell	4,587 -82	-2%	-$11.2K	0.1%	194
2026 Q1	$554K	Buy	4,669 +173	+4%	+$20.6K	0.08%	230
2025 Q4	$522K	Buy	4,496 +101	+2%	+$11.2K	0.08%	228
2025 Q3	$479K	Buy	4,395 +210	+5%	+$21.4K	0.08%	237
2025 Q2	$381K	Sell	4,185 -2,935	-41%	-$249K	0.07%	267
2025 Q1	$597K	Buy	7,120 +210	+3%	+$17.6K	0.12%	183
2024 Q4	$531K	Buy	6,910 +2,263	+49%	+$175K	0.1%	194
2024 Q3	$334K	Sell	4,647 -4,883	-51%	-$321K	0.05%	378
2024 Q2	$571K	Buy	9,530 +249	+3%	+$14.4K	0.09%	227
2024 Q1	$535K	Buy	9,281 +4,059	+78%	+$223K	0.08%	235
2023 Q4	$272K	Buy	5,222 +497	+11%	+$22.9K	0.05%	399
2023 Q3	$202K	Buy	+4,725	New	+$211K	0.04%	435
2023 Q2	–	Sell	-9,761	Closed	-$444K	–	478
2023 Q1	$444K	Buy	9,761 +4,266	+78%	+$207K	0.09%	216
2022 Q4	$250K	Buy	+5,495	New	+$236K	0.05%	354

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

Personal CFO Solutions's BNY Position: Q2 2026 in Review

Personal CFO Solutions reduced its Bank of New York Mellon (BNY) stake by 1.8% in Q2 2026, selling an estimated $11.2K and leaving 4,587 shares worth $663K. The position accounts for 0.1% of the portfolio, ranked #194.

Personal CFO Solutions first reported a position in BNY in Q4 2022 and has held it in 14 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Personal CFO Solutions held 4,587 shares of Bank of New York Mellon worth $663K as of Q2 2026.
Personal CFO Solutions sold 82 Bank of New York Mellon shares in Q2 2026, an estimated $11.2K.
Bank of New York Mellon made up 0.1% of Personal CFO Solutions's portfolio in Q2 2026, its #194 holding.
Personal CFO Solutions first reported a position in Bank of New York Mellon in Q4 2022 and has held it in 14 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.