Toth Financial Advisory’s Bank of New York Mellon BNY Stock Holding History

Toth Financial Advisory’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 Q1	–	Sell	-2	Closed	-$233	–	938
2025 Q4	$233	Buy	+2	New	+$221	﹤0.01%	844
2018 Q2	–	Sell	-600	Closed	-$31K	–	428
2018 Q1	$31K	Hold	600	–	–	0.01%	232
2017 Q4	$32K	Buy	+600	New	+$32K	0.01%	237

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Toth Financial Advisory's BNY Position: Q1 2026 in Review

Toth Financial Advisory sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 2 shares — an estimated $233 sold.

Toth Financial Advisory first reported a position in BNY in Q4 2017 and held it in 3 quarters. The position peaked at $32K in Q4 2017. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

Toth Financial Advisory reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 2 Bank of New York Mellon shares in Q1 2026, an estimated $233.
Toth Financial Advisory first reported a position in Bank of New York Mellon in Q4 2017 and held it in 3 quarters.
Toth Financial Advisory's Bank of New York Mellon position peaked at $32K in Q4 2017.
1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.