PJC
BNY

Phillip James Consulting’s Bank of New York Mellon BNY Stock Holding History

Phillip James Consulting’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 		$75.9K Hold
525
– – 0.05% 79
2026
Q1 		$62K Buy
525
+28
+6% +$3.33K 0.05% 102
2025
Q4 		$60K Buy
+497
New +$55K 1.06% 21

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

Phillip James Consulting's BNY Position: Q2 2026 in Review

Phillip James Consulting held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 525 shares worth $75.9K. The position accounts for 0.05% of the portfolio, ranked #79.

Phillip James Consulting first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Phillip James Consulting held 525 shares of Bank of New York Mellon worth $75.9K as of Q2 2026.
  • Phillip James Consulting left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.05% of Phillip James Consulting's portfolio in Q2 2026, its #79 holding.
  • Phillip James Consulting first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.