RPGK
BNY

Retirement Planning Group (Kansas)’s Bank of New York Mellon BNY Stock Holding History

Retirement Planning Group (Kansas)’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 		$401K Sell
2,775
-175
-6% -$23.9K 0.01% 372
2026
Q1 		$350K Buy
2,950
+268
+10% +$31.9K 0.01% 364
2025
Q4 		$311K Buy
2,682
+31
+1% +$3.43K 0.01% 333
2025
Q3 		$289K Buy
2,651
+32
+1% +$3.26K 0.01% 330
2025
Q2 		$239K Sell
2,619
-137
-5% -$11.6K 0.01% 282
2025
Q1 		$231K Buy
2,756
+29
+1% +$2.44K 0.01% 272
2024
Q4 		$210K Buy
+2,727
New +$211K 0.01% 267

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

Retirement Planning Group (Kansas)'s BNY Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Bank of New York Mellon (BNY) stake by 5.9% in Q2 2026, selling an estimated $23.9K and leaving 2,775 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #372.

Retirement Planning Group (Kansas) first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Retirement Planning Group (Kansas) held 2,775 shares of Bank of New York Mellon worth $401K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 175 Bank of New York Mellon shares in Q2 2026, an estimated $23.9K.
  • Bank of New York Mellon made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #372 holding.
  • Retirement Planning Group (Kansas) first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.