PUREfi Wealth
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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
Q3 		$344K Buy
2,378
+25
+1% +$3.93K 0.16% 158
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

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

PUREfi Wealth's BNY Position: Q3 2026 in Review

PUREfi Wealth increased its Bank of New York Mellon (BNY) stake by 1.1% in Q3 2026, buying an estimated $3.93K and bringing the position to 2,378 shares worth $344K. The position accounts for 0.16% of the portfolio, ranked #158.

PUREfi Wealth first reported a position in BNY in Q4 2024 and has held it in 8 quarters since. 814 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • PUREfi Wealth held 2,378 shares of Bank of New York Mellon worth $344K as of Q3 2026.
  • PUREfi Wealth bought 25 Bank of New York Mellon shares in Q3 2026, an estimated $3.93K.
  • Bank of New York Mellon made up 0.16% of PUREfi Wealth's portfolio in Q3 2026, its #158 holding.
  • PUREfi Wealth first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 8 quarters since.
  • 814 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.