Plante Moran Financial Advisors’s Bank of New York Mellon BNY Stock Holding History

Plante Moran Financial Advisors’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	$1.45K	Buy	+10	New	+$1.37K	﹤0.01%	809
2023 Q2	–	Sell	-800	Closed	-$36.4K	–	796
2023 Q1	$36.4K	Hold	800	–	–	0.01%	339
2022 Q4	$36.4K	Hold	800	–	–	0.01%	357
2022 Q3	$31K	Hold	800	–	–	0.01%	376
2022 Q2	$33K	Sell	800 -163	-17%	-$7.26K	0.01%	372
2022 Q1	$48K	Hold	963	–	–	0.01%	338
2021 Q4	$56K	Hold	963	–	–	0.01%	339
2021 Q3	$50K	Buy	963 +163	+20%	+$8.47K	0.01%	382
2021 Q2	$41K	Buy	+800	New	+$40K	0.01%	413
2020 Q1	–	Sell	-607	Closed	-$31K	–	731
2019 Q4	$31K	Hold	607	–	–	0.01%	396
2019 Q3	$27K	Hold	607	–	–	0.01%	434
2019 Q2	$27K	Buy	+607	New	+$28.5K	0.01%	436
2019 Q1	–	Sell	-134	Closed	-$6K	–	781
2018 Q4	$6K	Buy	+134	New	+$6.51K	﹤0.01%	565
2018 Q3	–	Sell	-797	Closed	-$43K	–	760
2018 Q2	$43K	Buy	797 +460	+136%	+$25.4K	0.02%	356
2018 Q1	$17K	Hold	337	–	–	0.01%	528
2017 Q4	$18K	Hold	337	–	–	0.01%	512
2017 Q3	$18K	Hold	337	–	–	0.01%	474
2017 Q2	$17K	Sell	337 -3	-0.9%	-$143	0.01%	490
2017 Q1	$16K	Sell	340 -175	-34%	-$8.19K	0.01%	511
2016 Q4	$24K	Buy	515 +175	+51%	+$7.89K	0.02%	457
2016 Q3	$14K	Hold	340	–	–	0.01%	538
2016 Q2	$13K	Hold	340	–	–	0.01%	488
2016 Q1	$13K	Hold	340	–	–	0.01%	441
2015 Q4	$14K	Hold	340	–	–	0.01%	508
2015 Q3	$13K	Hold	340	–	–	0.01%	442
2015 Q2	$14K	Hold	340	–	–	0.01%	472
2015 Q1	$14K	Hold	340	–	–	0.01%	459
2014 Q4	$14K	Hold	340	–	–	0.01%	465
2014 Q3	$13K	Hold	340	–	–	0.01%	480
2014 Q2	$13K	Buy	+340	New	+$11.8K	0.01%	454
2014 Q1	–	Sell	-700	Closed	-$24K	–	626
2013 Q4	$24K	Buy	+700	New	+$22.8K	0.01%	326

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plante Moran Financial Advisors's BNY Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 10 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BNY as recently as Q1 2023.

Plante Moran Financial Advisors first reported a position in BNY in Q4 2013 and has held it in 31 quarters since. The position peaked at $56K in Q4 2021. 1,122 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Plante Moran Financial Advisors held 10 shares of Bank of New York Mellon worth $1.45K as of Q2 2026.
Bank of New York Mellon was a new Plante Moran Financial Advisors position in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #809 holding.
Plante Moran Financial Advisors first reported a position in Bank of New York Mellon in Q4 2013 and has held it in 31 quarters since.
Plante Moran Financial Advisors's Bank of New York Mellon position peaked at $56K in Q4 2021.
1,122 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.