RFG
BNY

REAP Financial Group’s Bank of New York Mellon BNY Stock Holding History

REAP Financial 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 		$284K Sell
1,961
-169
-8% -$23.1K 0.05% 99
2026
Q1 		$253K Buy
2,130
+507
+31% +$60.3K 0.05% 108
2025
Q4 		$188K Buy
1,623
+550
+51% +$60.9K 0.04% 132
2025
Q3 		$117K Buy
1,073
+142
+15% +$14.5K 0.03% 164
2025
Q2 		$84.9K Buy
931
+338
+57% +$28.7K 0.02% 202
2025
Q1 		$49.8K Buy
593
+198
+50% +$16.6K 0.01% 216
2024
Q4 		$30.3K Buy
395
+218
+123% +$16.9K 0.01% 250
2024
Q3 		$12.7K Sell
177
-289
-62% -$19K ﹤0.01% 328
2024
Q2 		$27.9K Sell
466
-17
-4% -$984 0.01% 223
2024
Q1 		$27.8K Sell
483
-1,506
-76% -$82.9K 0.01% 241
2023
Q4 		$104K Buy
+1,989
New +$91.6K 0.03% 190

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

REAP Financial Group's BNY Position: Q2 2026 in Review

REAP Financial Group reduced its Bank of New York Mellon (BNY) stake by 7.9% in Q2 2026, selling an estimated $23.1K and leaving 1,961 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #99.

REAP Financial Group first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • REAP Financial Group held 1,961 shares of Bank of New York Mellon worth $284K as of Q2 2026.
  • REAP Financial Group sold 169 Bank of New York Mellon shares in Q2 2026, an estimated $23.1K.
  • Bank of New York Mellon made up 0.05% of REAP Financial Group's portfolio in Q2 2026, its #99 holding.
  • REAP Financial Group first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.