Schneider Downs Wealth Management Advisors’s Bank of New York Mellon BNY Stock Holding History

Schneider Downs Wealth Management 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 Q2	$527K	Buy	3,647 +212	+6%	+$29K	0.05%	105
2026 Q1	$407K	Sell	3,435 -9	-0.3%	-$1.07K	0.04%	111
2025 Q4	$400K	Buy	3,444 +132	+4%	+$14.6K	0.05%	111
2025 Q3	$361K	Hold	3,312	–	–	0.04%	112
2025 Q2	$302K	Sell	3,312 -67	-2%	-$5.69K	0.05%	116
2025 Q1	$283K	Hold	3,379	–	–	0.05%	116
2024 Q4	$260K	Sell	3,379 -247	-7%	-$19.1K	0.05%	119
2024 Q3	$261K	Hold	3,626	–	–	0.05%	120
2024 Q2	$217K	Sell	3,626 -1,284	-26%	-$74.3K	0.05%	123
2024 Q1	$283K	Buy	+4,910	New	+$270K	0.07%	106
2023 Q4	–	Sell	-6,983	Closed	-$298K	–	122
2023 Q3	$298K	Hold	6,983	–	–	0.07%	82
2023 Q2	$311K	Hold	6,983	–	–	0.07%	86
2023 Q1	$317K	Sell	6,983 -450	-6%	-$21.8K	0.07%	85
2022 Q4	$338K	Buy	+7,433	New	+$319K	0.07%	78
2022 Q3	–	Sell	-5,253	Closed	-$219K	–	134
2022 Q2	$219K	Hold	5,253	–	–	0.06%	130
2022 Q1	$261K	Sell	5,253 -459	-8%	-$26.1K	0.07%	123
2021 Q4	$332K	Buy	5,712 +1,346	+31%	+$77.4K	0.08%	108
2021 Q3	$226K	Sell	4,366 -324	-7%	-$16.8K	0.06%	132
2021 Q2	$240K	Buy	4,690 +25	+0.5%	+$1.25K	0.06%	123
2021 Q1	$221K	Sell	4,665 -190	-4%	-$8.36K	0.05%	125
2020 Q4	$206K	Buy	+4,855	New	+$186K	0.06%	90

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's BNY Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Bank of New York Mellon (BNY) stake by 6.2% in Q2 2026, buying an estimated $29K and bringing the position to 3,647 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #105.

Schneider Downs Wealth Management Advisors first reported a position in BNY in Q4 2020 and has held it in 21 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Schneider Downs Wealth Management Advisors held 3,647 shares of Bank of New York Mellon worth $527K as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 212 Bank of New York Mellon shares in Q2 2026, an estimated $29K.
Bank of New York Mellon made up 0.05% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #105 holding.
Schneider Downs Wealth Management Advisors first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 21 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.