PL
BNY

Plancorp LLC’s Bank of New York Mellon BNY Stock Holding History

Plancorp LLC’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 		$362K Buy
2,393
+25
+1% +$3.42K 0.01% 303
2026
Q1 		$302K Buy
2,368
+18
+0.8% +$2.14K 0.01% 288
2025
Q4 		$273K Sell
2,350
-471
-17% -$52.1K 0.01% 302
2025
Q3 		$307K Sell
2,821
-43
-2% -$4.38K 0.01% 295
2025
Q2 		$261K Buy
2,864
+45
+2% +$3.82K 0.01% 317
2025
Q1 		$236K Buy
+2,819
New +$237K 0.01% 320

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

Plancorp LLC's BNY Position: Q2 2026 in Review

Plancorp LLC increased its Bank of New York Mellon (BNY) stake by 1.1% in Q2 2026, buying an estimated $3.42K and bringing the position to 2,393 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #303.

Plancorp LLC first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Plancorp LLC held 2,393 shares of Bank of New York Mellon worth $362K as of Q2 2026.
  • Plancorp LLC bought 25 Bank of New York Mellon shares in Q2 2026, an estimated $3.42K.
  • Bank of New York Mellon made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #303 holding.
  • Plancorp LLC first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.