TFG
BNY

Team Financial Group’s Bank of New York Mellon BNY Stock Holding History

Team Financial Group’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 		– Sell
-43
Closed -$5.05K – 76
2026
Q1 		$5.05K Buy
43
+1
+2% +$119 ﹤0.01% 227
2025
Q4 		$4.92K Hold
42
– – ﹤0.01% 217
2025
Q3 		$4.6K Hold
42
– – ﹤0.01% 217
2025
Q2 		$3.83K Buy
+42
New +$3.57K ﹤0.01% 211

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Team Financial Group's BNY Position: Q2 2026 in Review

Team Financial Group sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 43 shares — an estimated $5.05K sold.

Team Financial Group first reported a position in BNY in Q2 2025 and held it in 4 quarters. The position peaked at $5.05K in Q1 2026. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Team Financial Group reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 43 Bank of New York Mellon shares in Q2 2026, an estimated $5.05K.
  • Team Financial Group first reported a position in Bank of New York Mellon in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Bank of New York Mellon position peaked at $5.05K in Q1 2026.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.