PA
BNY

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

Planning Alternatives’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 		$282K Buy
+1,953
New +$267K 0.03% 96

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

Planning Alternatives's BNY Position: Q2 2026 in Review

Planning Alternatives opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,953 shares worth $282K. The stake represents 0.03% of the portfolio and ranks #96 among its holdings.

1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Planning Alternatives held 1,953 shares of Bank of New York Mellon worth $282K as of Q2 2026.
  • Bank of New York Mellon was a new Planning Alternatives position in Q2 2026.
  • Bank of New York Mellon made up 0.03% of Planning Alternatives's portfolio in Q2 2026, its #96 holding.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.