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

StrongBox 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 Q3	$434	Buy	+3	New	+$471	﹤0.01%	289

Other funds holding BNY

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

StrongBox Wealth's BNY Position: Q3 2026 in Review

StrongBox Wealth opened a new position in Bank of New York Mellon (BNY) in Q3 2026: 3 shares worth $434. The stake represents ﹤0.01% of the portfolio and ranks #289 among its holdings.

982 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

StrongBox Wealth held 3 shares of Bank of New York Mellon worth $434 as of Q3 2026.
Bank of New York Mellon was a new StrongBox Wealth position in Q3 2026.
Bank of New York Mellon made up ﹤0.01% of StrongBox Wealth's portfolio in Q3 2026, its #289 holding.
982 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on StrongBox Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.