Stiles Financial Services’s Bank of New York Mellon BNY Stock Holding History

Stiles Financial Services’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	$1.18M	Buy	8,180 +302	+4%	+$41.3K	0.3%	78
2026 Q1	$935K	Buy	7,878 +2,346	+42%	+$279K	0.29%	85
2025 Q4	$642K	Buy	5,532 +1,934	+54%	+$214K	0.2%	108
2025 Q3	$392K	Buy	+3,598	New	+$367K	0.12%	132

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

Stiles Financial Services's BNY Position: Q2 2026 in Review

Stiles Financial Services increased its Bank of New York Mellon (BNY) stake by 3.8% in Q2 2026, buying an estimated $41.3K and bringing the position to 8,180 shares worth $1.18M. The position accounts for 0.3% of the portfolio, ranked #78.

Stiles Financial Services first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Stiles Financial Services held 8,180 shares of Bank of New York Mellon worth $1.18M as of Q2 2026.
Stiles Financial Services bought 302 Bank of New York Mellon shares in Q2 2026, an estimated $41.3K.
Bank of New York Mellon made up 0.3% of Stiles Financial Services's portfolio in Q2 2026, its #78 holding.
Stiles Financial Services first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.