USA FINANCIAL FORMULAS’s Bank of New York Mellon BNY Stock Holding History

USA FINANCIAL FORMULAS’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	$827K	Buy	+5,721	New	+$782K	0.15%	44

Other funds holding BNY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

USA FINANCIAL FORMULAS's BNY Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 5,721 shares worth $827K. The stake represents 0.15% of the portfolio and ranks #44 among its holdings.

902 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

USA FINANCIAL FORMULAS held 5,721 shares of Bank of New York Mellon worth $827K as of Q2 2026.
Bank of New York Mellon was a new USA FINANCIAL FORMULAS position in Q2 2026.
Bank of New York Mellon made up 0.15% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #44 holding.
902 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.