Secure Asset Management
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Secure Asset Management’s Bank of New York Mellon BNY Stock Holding History

Secure Asset Management’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 		$763K Buy
5,272
+115
+2% +$18.1K 0.1% 149
2026
Q2 		$746K Buy
5,157
+38
+0.7% +$5.2K 0.1% 149
2026
Q1 		$607K Buy
+5,119
New +$609K 0.1% 160

Other funds holding BNY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Secure Asset Management's BNY Position: Q3 2026 in Review

Secure Asset Management increased its Bank of New York Mellon (BNY) stake by 2.2% in Q3 2026, buying an estimated $18.1K and bringing the position to 5,272 shares worth $763K. The position accounts for 0.1% of the portfolio, ranked #149.

Secure Asset Management first reported a position in BNY in Q1 2026 and has held it in 3 quarters since. 1,056 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Secure Asset Management held 5,272 shares of Bank of New York Mellon worth $763K as of Q3 2026.
  • Secure Asset Management bought 115 Bank of New York Mellon shares in Q3 2026, an estimated $18.1K.
  • Bank of New York Mellon made up 0.1% of Secure Asset Management's portfolio in Q3 2026, its #149 holding.
  • Secure Asset Management first reported a position in Bank of New York Mellon in Q1 2026 and has held it in 3 quarters since.
  • 1,056 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.