TrueNorth Wealth & Impact, LLC’s Bank of New York Mellon BNY Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$239K	Buy	+1,656	New	+$260K	0.09%	156

Other funds holding BNY

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's BNY Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Bank of New York Mellon (BNY) in Q3 2026: 1,656 shares worth $239K. The stake represents 0.09% of the portfolio and ranks #156 among its holdings.

1,665 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 1,656 shares of Bank of New York Mellon worth $239K as of Q3 2026.
Bank of New York Mellon was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Bank of New York Mellon made up 0.09% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #156 holding.
1,665 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.