Prospera Financial Services
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Prospera Financial Services’s Bank of New York Mellon BNY Stock Holding History

Prospera Financial Services’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
Q3 		$2.99M Buy
20,335
+4,807
+31% +$755K 0.04% 465
2026
Q2 		$2.25M Buy
15,528
+595
+4% +$81.4K 0.03% 486
2026
Q1 		$1.77M Sell
14,933
-4,193
-22% -$499K 0.03% 537
2025
Q4 		$2.22M Buy
19,126
+9,865
+107% +$1.09M 0.04% 453
2025
Q3 		$1.01M Buy
9,261
+2,658
+40% +$271K 0.02% 677
2025
Q2 		$602K Buy
6,603
+736
+13% +$62.5K 0.01% 843
2025
Q1 		$492K Buy
5,867
+266
+5% +$22.4K 0.01% 785
2024
Q4 		$430K Buy
5,601
+307
+6% +$23.7K 0.01% 796
2024
Q3 		$381K Buy
5,294
+542
+11% +$35.6K 0.01% 829
2024
Q2 		$285K Buy
4,752
+528
+13% +$30.6K 0.01% 940
2024
Q1 		$243K Sell
4,224
-953
-18% -$52.5K 0.01% 977
2023
Q4 		$269K Sell
5,177
-537
-9% -$24.7K 0.01% 889
2023
Q3 		$244K Buy
5,714
+1,193
+26% +$53.1K 0.01% 885
2023
Q2 		$201K Buy
+4,521
New +$194K 0.01% 958
2022
Q3 		– Sell
-154
Closed -$6K – 908
2022
Q2 		$6K Sell
154
-594
-79% -$26.5K ﹤0.01% 1427
2022
Q1 		$37K Buy
+748
New +$42.5K ﹤0.01% 1494
2020
Q4 		– Sell
-238
Closed -$8K – 773
2020
Q3 		$8K Buy
+238
New +$8.66K ﹤0.01% 1162
2017
Q4 		– Sell
-4,133
Closed -$222K – 402
2017
Q3 		$222K Hold
4,133
– – 0.03% 382
2017
Q2 		$212K Buy
+4,133
New +$198K 0.03% 377
2017
Q1 		– Sell
-8,108
Closed -$390K – 381
2016
Q4 		$390K Hold
8,108
– – 0.08% 222
2016
Q3 		$323K Buy
8,108
+250
+3% +$10K 0.06% 248
2016
Q2 		$305K Buy
+7,858
New +$313K 0.06% 244

Other funds holding BNY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Prospera Financial Services's BNY Position: Q3 2026 in Review

Prospera Financial Services increased its Bank of New York Mellon (BNY) stake by 31% in Q3 2026, buying an estimated $755K and bringing the position to 20,335 shares worth $2.99M. The position accounts for 0.04% of the portfolio, ranked #465.

Prospera Financial Services first reported a position in BNY in Q2 2016 and has held it in 22 quarters since. 1,159 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Prospera Financial Services held 20,335 shares of Bank of New York Mellon worth $2.99M as of Q3 2026.
  • Prospera Financial Services bought 4,807 Bank of New York Mellon shares in Q3 2026, an estimated $755K.
  • Bank of New York Mellon made up 0.04% of Prospera Financial Services's portfolio in Q3 2026, its #465 holding.
  • Prospera Financial Services first reported a position in Bank of New York Mellon in Q2 2016 and has held it in 22 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.