Simplicity Wealth’s Bank of New York Mellon BNY Stock Holding History

Simplicity Wealth’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	$1.05M	Buy	7,263 +479	+7%	+$65.5K	0.04%	405
2026 Q1	$805K	Buy	6,784 +154	+2%	+$18.3K	0.05%	335
2025 Q4	$770K	Sell	6,630 -2,516	-28%	-$278K	0.05%	335
2025 Q3	$997K	Sell	9,146 -5,005	-35%	-$510K	0.06%	290
2025 Q2	$1.29M	Buy	14,151 +9,589	+210%	+$814K	0.05%	285
2025 Q1	$383K	Buy	4,562 +285	+7%	+$23.9K	0.03%	385
2024 Q4	$329K	Buy	4,277 +757	+22%	+$58.5K	0.07%	220
2024 Q3	$253K	Sell	3,520 -6,498	-65%	-$427K	0.02%	419
2024 Q2	$600K	Sell	10,018 -3,663	-27%	-$212K	0.01%	684
2024 Q1	$788K	Buy	+13,681	New	+$753K	0.02%	586

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

Simplicity Wealth's BNY Position: Q2 2026 in Review

Simplicity Wealth increased its Bank of New York Mellon (BNY) stake by 7.1% in Q2 2026, buying an estimated $65.5K and bringing the position to 7,263 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #405.

Simplicity Wealth first reported a position in BNY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.29M in Q2 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Simplicity Wealth held 7,263 shares of Bank of New York Mellon worth $1.05M as of Q2 2026.
Simplicity Wealth bought 479 Bank of New York Mellon shares in Q2 2026, an estimated $65.5K.
Bank of New York Mellon made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #405 holding.
Simplicity Wealth first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Bank of New York Mellon position peaked at $1.29M in Q2 2025.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.