PCG
BNY

Prosperity Consulting Group’s Bank of New York Mellon BNY Stock Holding History

Prosperity Consulting Group’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 		$7.23M Buy
49,977
+1,753
+4% +$240K 0.27% 68
2026
Q1 		$5.72M Buy
48,224
+394
+0.8% +$46.9K 0.25% 73
2025
Q4 		$5.55M Buy
47,830
+373
+0.8% +$41.3K 0.25% 72
2025
Q3 		$5.17M Buy
47,457
+4,498
+10% +$459K 0.25% 76
2025
Q2 		$3.91M Sell
42,959
-2,113
-5% -$179K 0.29% 83
2025
Q1 		$3.78M Buy
45,072
+5,165
+13% +$434K 0.29% 85
2024
Q4 		$3.07M Buy
39,907
+693
+2% +$53.6K 0.23% 100
2024
Q3 		$2.82M Buy
39,214
+3,200
+9% +$210K 0.22% 109
2024
Q2 		$2.16M Sell
36,014
-42
-0.1% -$2.43K 0.29% 93
2024
Q1 		$2.08M Buy
36,056
+30,928
+603% +$1.7M 0.26% 100
2023
Q4 		$267K Buy
+5,128
New +$236K 0.09% 171

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

Prosperity Consulting Group's BNY Position: Q2 2026 in Review

Prosperity Consulting Group increased its Bank of New York Mellon (BNY) stake by 3.6% in Q2 2026, buying an estimated $240K and bringing the position to 49,977 shares worth $7.23M. The position accounts for 0.27% of the portfolio, ranked #68.

Prosperity Consulting Group first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Prosperity Consulting Group held 49,977 shares of Bank of New York Mellon worth $7.23M as of Q2 2026.
  • Prosperity Consulting Group bought 1,753 Bank of New York Mellon shares in Q2 2026, an estimated $240K.
  • Bank of New York Mellon made up 0.27% of Prosperity Consulting Group's portfolio in Q2 2026, its #68 holding.
  • Prosperity Consulting Group first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.