Root Financial Partners’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Root Financial Partners's BNY Position: Q2 2026 in Review
Root Financial Partners increased its Bank of New York Mellon (BNY) stake by 10% in Q2 2026, buying an estimated $31K and bringing the position to 2,482 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #252.
Root Financial Partners first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Root Financial Partners held 2,482 shares of Bank of New York Mellon worth $359K as of Q2 2026.
- Root Financial Partners bought 227 Bank of New York Mellon shares in Q2 2026, an estimated $31K.
- Bank of New York Mellon made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #252 holding.
- Root Financial Partners first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.