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

SOA Wealth 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	$217K	Sell	7,037 -748	-10%	-$102K	0.04%	196
2026 Q1	$214K	Sell	7,785 -20	-0.3%	-$2.38K	0.04%	186
2025 Q4	$212K	Sell	7,805 -24	-0.3%	-$2.66K	0.04%	196
2025 Q3	$202K	Buy	7,829 +669	+9%	+$68.2K	0.03%	205
2025 Q2	$109K	Buy	7,160 +6,620	+1,226%	+$562K	0.02%	270
2025 Q1	$45.3K	Buy	540 +88	+19%	+$7.39K	0.01%	356
2024 Q4	$34.8K	Buy	452 +2	+0.4%	+$155	0.01%	378
2024 Q3	$32.3K	Buy	450 +4	+0.9%	+$263	0.01%	384
2024 Q2	$26.7K	Buy	446 +3	+0.7%	+$174	0.01%	394
2024 Q1	$25.5K	Buy	443 +3	+0.7%	+$165	0.01%	404
2023 Q4	$22.9K	Buy	440 +4	+0.9%	+$184	0.01%	402
2023 Q3	$18.6K	Buy	436 +4	+0.9%	+$178	﹤0.01%	433
2023 Q2	$19.2K	Buy	432 +4	+0.9%	+$172	﹤0.01%	434
2023 Q1	$19.4K	Buy	428 +3	+0.7%	+$145	﹤0.01%	430
2022 Q4	$19.3K	Buy	425 +4	+1%	+$172	0.01%	410
2022 Q3	$16K	Sell	421 -20	-5%	-$853	﹤0.01%	421
2022 Q2	$18K	Sell	441 -496	-53%	-$22.1K	0.01%	398
2022 Q1	$46K	Buy	937 +2	+0.2%	+$114	0.01%	321
2021 Q4	$54K	Buy	935 +3	+0.3%	+$173	0.01%	290
2021 Q3	$48K	Buy	932 +468	+101%	+$24.3K	0.01%	308
2021 Q2	$23K	Sell	464 -4	-0.9%	-$200	0.01%	430
2021 Q1	$22K	Buy	468 +16	+4%	+$704	0.01%	384
2020 Q4	$18K	Buy	+452	New	+$17.4K	﹤0.01%	422

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

SOA Wealth Advisors's BNY Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Bank of New York Mellon (BNY) stake by 9.6% in Q2 2026, selling an estimated $102K and leaving 7,037 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #196.

SOA Wealth Advisors first reported a position in BNY in Q4 2020 and has held it in 23 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

SOA Wealth Advisors held 7,037 shares of Bank of New York Mellon worth $217K as of Q2 2026.
SOA Wealth Advisors sold 748 Bank of New York Mellon shares in Q2 2026, an estimated $102K.
Bank of New York Mellon made up 0.04% of SOA Wealth Advisors's portfolio in Q2 2026, its #196 holding.
SOA Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 23 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.