Proficio Capital Partners’s Bank of New York Mellon BNY Stock Holding History

Proficio Capital Partners’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	$347K	Buy	+2,397	New	+$328K	0.01%	448
2025 Q3	–	Sell	-2,289	Closed	-$209K	–	245
2025 Q2	$209K	Buy	+2,289	New	+$194K	0.01%	409
2019 Q3	–	Sell	-382	Closed	-$17K	–	308
2019 Q2	$17K	Sell	382 -240	-39%	-$11.3K	0.01%	739
2019 Q1	$31K	Sell	622 -64	-9%	-$3.3K	0.01%	491
2018 Q4	$32K	Buy	686 +84	+14%	+$4.08K	0.01%	413
2018 Q3	$31K	Buy	602 +263	+78%	+$13.8K	0.01%	466
2018 Q2	$18K	Sell	339 -1	-0.3%	-$55	0.01%	631
2018 Q1	$18K	Buy	340 +18	+6%	+$1K	0.01%	625
2017 Q4	$17K	Buy	322 +35	+12%	+$1.86K	0.01%	629
2017 Q3	$15K	Hold	287	–	–	0.01%	660
2017 Q2	$15K	Sell	287 -121	-30%	-$5.79K	0.01%	682
2017 Q1	$19K	Buy	408 +273	+202%	+$12.8K	0.01%	626
2016 Q4	$6K	Buy	135 +11	+9%	+$496	﹤0.01%	700
2016 Q3	$5K	Buy	124 +51	+70%	+$2.04K	﹤0.01%	699
2016 Q2	$3K	Buy	73 +21	+40%	+$835	﹤0.01%	761
2016 Q1	$2K	Sell	52 -267	-84%	-$9.68K	﹤0.01%	721
2015 Q4	$13K	Buy	+319	New	+$13.4K	0.01%	240

Other funds holding BNY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Proficio Capital Partners's BNY Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 2,397 shares worth $347K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in BNY as recently as Q2 2025.

Proficio Capital Partners first reported a position in BNY in Q4 2015 and has held it in 17 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Proficio Capital Partners held 2,397 shares of Bank of New York Mellon worth $347K as of Q2 2026.
Bank of New York Mellon was a new Proficio Capital Partners position in Q2 2026.
Bank of New York Mellon made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #448 holding.
Proficio Capital Partners first reported a position in Bank of New York Mellon in Q4 2015 and has held it in 17 quarters since.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.