Riversedge Advisors
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Riversedge Advisors’s Bank of New York Mellon BNY Stock Holding History

Riversedge Advisors’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 		$439K Buy
3,035
+92
+3% +$14.5K 0.05% 167
2026
Q2 		$426K Buy
2,943
+297
+11% +$40.6K 0.06% 145
2026
Q1 		$314K Buy
2,646
+13
+0.5% +$1.55K 0.05% 146
2025
Q4 		$306K Buy
2,633
+223
+9% +$24.7K 0.05% 142
2025
Q3 		$263K Buy
+2,410
New +$246K 0.04% 146

Other funds holding BNY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Riversedge Advisors's BNY Position: Q3 2026 in Review

Riversedge Advisors increased its Bank of New York Mellon (BNY) stake by 3.1% in Q3 2026, buying an estimated $14.5K and bringing the position to 3,035 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #167.

Riversedge Advisors first reported a position in BNY in Q3 2025 and has held it in 5 quarters since. 1,260 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Riversedge Advisors held 3,035 shares of Bank of New York Mellon worth $439K as of Q3 2026.
  • Riversedge Advisors bought 92 Bank of New York Mellon shares in Q3 2026, an estimated $14.5K.
  • Bank of New York Mellon made up 0.05% of Riversedge Advisors's portfolio in Q3 2026, its #167 holding.
  • Riversedge Advisors first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 5 quarters since.
  • 1,260 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.