Root Financial Partners
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Root Financial Partners’s Bank of New York Mellon BNY Stock Holding History

Root Financial Partners’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 		$348K Sell
2,403
-79
-3% -$12.4K 0.01% 291
2026
Q2 		$359K Buy
2,482
+227
+10% +$31K 0.01% 252
2026
Q1 		$267K Buy
2,255
+609
+37% +$72.4K 0.01% 277
2025
Q4 		$191K Buy
1,646
+217
+15% +$24K 0.01% 309
2025
Q3 		$156K Buy
+1,429
New +$146K 0.01% 327

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's BNY Position: Q3 2026 in Review

Root Financial Partners reduced its Bank of New York Mellon (BNY) stake by 3.2% in Q3 2026, selling an estimated $12.4K and leaving 2,403 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #291.

Root Financial Partners first reported a position in BNY in Q3 2025 and has held it in 5 quarters since. The position peaked at $359K in Q2 2026. 1,665 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Root Financial Partners held 2,403 shares of Bank of New York Mellon worth $348K as of Q3 2026.
  • Root Financial Partners sold 79 Bank of New York Mellon shares in Q3 2026, an estimated $12.4K.
  • Bank of New York Mellon made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #291 holding.
  • Root Financial Partners first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Bank of New York Mellon position peaked at $359K in Q2 2026.
  • 1,665 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.