PS
BNY

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

Planning Strategies’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 		$8.24K Buy
+57
New +$7.79K 0.01% 357

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Planning Strategies's BNY Position: Q2 2026 in Review

Planning Strategies opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 57 shares worth $8.24K. The stake represents 0.01% of the portfolio and ranks #357 among its holdings.

1,781 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Planning Strategies held 57 shares of Bank of New York Mellon worth $8.24K as of Q2 2026.
  • Bank of New York Mellon was a new Planning Strategies position in Q2 2026.
  • Bank of New York Mellon made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #357 holding.
  • 1,781 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.