PW
BNY

PUREfi Wealth’s Bank of New York Mellon BNY Stock Holding History

PUREfi Wealth’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 		$340K Buy
2,353
+32
+1% +$4.38K 0.19% 141
2026
Q1 		$275K Sell
2,321
-57
-2% -$6.78K 0.18% 152
2025
Q4 		$276K Sell
2,378
-57
-2% -$6.31K 0.21% 126
2025
Q3 		$265K Sell
2,435
-10
-0.4% -$1.02K 0.2% 132
2025
Q2 		$223K Sell
2,445
-424
-15% -$36K 0.18% 148
2025
Q1 		$241K Sell
2,869
-341
-11% -$28.7K 0.24% 113
2024
Q4 		$247K Buy
+3,210
New +$248K 0.24% 128

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

PUREfi Wealth's BNY Position: Q2 2026 in Review

PUREfi Wealth increased its Bank of New York Mellon (BNY) stake by 1.4% in Q2 2026, buying an estimated $4.38K and bringing the position to 2,353 shares worth $340K. The position accounts for 0.19% of the portfolio, ranked #141.

PUREfi Wealth first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • PUREfi Wealth held 2,353 shares of Bank of New York Mellon worth $340K as of Q2 2026.
  • PUREfi Wealth bought 32 Bank of New York Mellon shares in Q2 2026, an estimated $4.38K.
  • Bank of New York Mellon made up 0.19% of PUREfi Wealth's portfolio in Q2 2026, its #141 holding.
  • PUREfi Wealth first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.