Three Bearings Fiduciary Advisors’s Bank of New York Mellon BNY Stock Holding History

Three Bearings Fiduciary 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	$2.17K	Hold	15	–	–	﹤0.01%	211
2026 Q1	$1.78K	Hold	15	–	–	﹤0.01%	227
2025 Q4	$1.81K	Buy	+15	New	+$1.66K	﹤0.01%	236

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Three Bearings Fiduciary Advisors's BNY Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 15 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Three Bearings Fiduciary Advisors first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,122 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Three Bearings Fiduciary Advisors held 15 shares of Bank of New York Mellon worth $2.17K as of Q2 2026.
Three Bearings Fiduciary Advisors left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #211 holding.
Three Bearings Fiduciary Advisors first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
1,122 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.