PFG Investments’s Bank of New York Mellon BNY Stock Holding History

PFG Investments’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	$900K	Buy	6,222 +1,675	+37%	+$229K	0.03%	418
2026 Q1	$539K	Sell	4,547 -111	-2%	-$13.2K	0.03%	569
2025 Q4	$541K	Sell	4,658 -48	-1%	-$5.31K	0.03%	548
2025 Q3	$513K	Buy	4,706 +15	+0.3%	+$1.53K	0.03%	542
2025 Q2	$427K	Buy	4,691 +213	+5%	+$18.1K	0.03%	584
2025 Q1	$376K	Sell	4,478 -898	-17%	-$75.5K	0.02%	611
2024 Q4	$413K	Sell	5,376 -48	-0.9%	-$3.71K	0.03%	582
2024 Q3	$390K	Buy	5,424 +735	+16%	+$48.3K	0.03%	587
2024 Q2	$281K	Sell	4,689 -167	-3%	-$9.66K	0.02%	680
2024 Q1	$280K	Buy	+4,856	New	+$267K	0.02%	770

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 $3.38T AUM 44.17% 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

PFG Investments's BNY Position: Q2 2026 in Review

PFG Investments increased its Bank of New York Mellon (BNY) stake by 37% in Q2 2026, buying an estimated $229K and bringing the position to 6,222 shares worth $900K. The position accounts for 0.03% of the portfolio, ranked #418.

PFG Investments first reported a position in BNY in Q1 2024 and has held it in 10 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

PFG Investments held 6,222 shares of Bank of New York Mellon worth $900K as of Q2 2026.
PFG Investments bought 1,675 Bank of New York Mellon shares in Q2 2026, an estimated $229K.
Bank of New York Mellon made up 0.03% of PFG Investments's portfolio in Q2 2026, its #418 holding.
PFG Investments first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 10 quarters since.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.