Formuepleje A/S’s Bank of New York Mellon BNY Stock Holding History

Formuepleje A/S’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	$9.8M	Buy	67,784 +1,969	+3%	+$269K	0.77%	22
2026 Q1	$7.81M	Buy	+65,815	New	+$7.83M	0.71%	25
2024 Q2	–	Sell	-138,828	Closed	-$8M	–	63
2024 Q1	$8M	Sell	138,828 -12,000	-8%	-$661K	0.45%	63
2023 Q4	$7.85M	Sell	150,828 -8,405	-5%	-$387K	0.56%	56
2023 Q3	$6.79M	Buy	159,233 +5,533	+4%	+$247K	0.63%	53
2023 Q2	$6.84M	Sell	153,700 -10,602	-6%	-$455K	0.6%	55
2023 Q1	$7.47M	Buy	164,302 +15,079	+10%	+$731K	0.55%	56
2022 Q4	$6.79M	Buy	149,223 +82,144	+122%	+$3.52M	0.57%	51
2022 Q3	$2.58M	Buy	+67,079	New	+$2.86M	0.21%	89

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

Formuepleje A/S's BNY Position: Q2 2026 in Review

Formuepleje A/S increased its Bank of New York Mellon (BNY) stake by 3% in Q2 2026, buying an estimated $269K and bringing the position to 67,784 shares worth $9.8M. The position accounts for 0.77% of the portfolio, ranked #22.

Formuepleje A/S first reported a position in BNY in Q3 2022 and has held it in 9 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Formuepleje A/S held 67,784 shares of Bank of New York Mellon worth $9.8M as of Q2 2026.
Formuepleje A/S bought 1,969 Bank of New York Mellon shares in Q2 2026, an estimated $269K.
Bank of New York Mellon made up 0.77% of Formuepleje A/S's portfolio in Q2 2026, its #22 holding.
Formuepleje A/S first reported a position in Bank of New York Mellon in Q3 2022 and has held it in 9 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Formuepleje A/S's 13F filing for Q2 2026, filed 27 Aug 2026.