Unify Financial Advisors’s Bank of New York Mellon BNY Stock Holding History

Unify Financial 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	$243K	Buy	+1,680	New	+$230K	0.22%	82

Other funds holding BNY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Unify Financial Advisors's BNY Position: Q2 2026 in Review

Unify Financial Advisors opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,680 shares worth $243K. The stake represents 0.22% of the portfolio and ranks #82 among its holdings.

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

Unify Financial Advisors held 1,680 shares of Bank of New York Mellon worth $243K as of Q2 2026.
Bank of New York Mellon was a new Unify Financial Advisors position in Q2 2026.
Bank of New York Mellon made up 0.22% of Unify Financial Advisors's portfolio in Q2 2026, its #82 holding.
480 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.